Expanding Wealth
Wealth Planning
Your financial success begins with building a goals-based financial strategy
Learn More about Wealth PlanningAsset Management
Spend more time growing your portfolio — and less time managing your day-to-day finances
Learn More about Asset ManagementInvestment Strategies
Customize your investment strategy to meet your specific needs and goals
Learn More about Investment StrategiesBanking Services
Concierge-level service for all of your banking needs
Learn More about Banking ServicesFirst Citizens Wealth Management is a joint marketing mark of First-Citizens Bank & Trust Company ("First Citizens Bank"), Member FDIC; First Citizens Investor Services, Inc., Member FINRA, Opens in a new tab/SIPC, Opens in a new tab, an SEC-registered broker-dealer and investment advisor; and First Citizens Asset Management, Inc., an SEC-registered investment advisor.
Bank deposit products are offered by First Citizens Bank, Member FDIC.
Equal Housing Lender.
Investments in securities, annuities and insurance are not insured by the FDIC or any federal government agency; may lose value; are not a deposit or other obligation of, or guaranteed by, any bank or bank affiliate; and are subject to investment risks, including possible loss of the principal amount invested. Brokerage and some investment advisory services are offered through First Citizens Investor Services, Inc. Member FINRA, Opens in a new tab/SIPC, Opens in a new tab. First Citizens Asset Management, Inc. provides investment advisory services. Check the background of this firm on FINRA’s BrokerCheck, Opens in a new tab.
Additional Information
Questions?
Contact an advisor
Or call
1.855.329.3258
Log In to Digital Banking
Access to manage your finances at any time
Learn more about our financial planning tool
Resource to help with financial planning and wealth management