Who We Help

Financial solutions that revolve around you

Supporting your unique vision

Whether you're an individual starting your financial journey, a business leader looking for institutional wealth solutions or a nonprofit looking to increase donor engagement, First Citizens Wealth is dedicated to helping you build and preserve your financial legacy.

Connect With Us
Ready to start working together? Connect With Us
What to Expect

A relationship built on your goals

  • Team-based approach​

    You'll work directly with a relationship manager who connects you with the right specialists—where and when they're needed.

  • Plan-first mentality​

    We start with a comprehensive wealth plan and connect regularly to ensure your team and goals are on track.

  • Goal-oriented solutions​

    Our customized solutions are designed to help you grow and scale your personal or organizational mission.

What To Expect
Customized solutions for your unique needs

Together, we'll create a comprehensive financial strategy based on your goals and values, so you can do more with the money you earn, save and invest.

Individuals & Families

From generated wealth to inherited assets, we help individuals and families navigate the details of their overall wealth strategy, so they can focus on achieving their personal financial goals.

Learn more about how we help individuals and families

Businesses & Corporations

Through connection and collaboration, we help owners and executive teams at every stage of business meet complex financial needs, manage strategic assets and minimize risk.

Learn more about how we help businesses and corporations

Entrepreneurs, Founders & Investors

From cutting-edge fields like biotech and clean energy to manufacturing and agriculture, entrepreneurs, founders and investors have complex balance sheets. Our team can help owners do more with their personal cash flows.

Learn more about how we help entrepreneurs, business owners and investors

Nonprofit Teams & Board Members

We offer a range of customized solutions for nonprofit teams and their boards. Whether it's guiding investment policies or planning fundraising initiatives, our experience makes a difference​.

Learn more about how we help nonprofits

How We Work
First Citizens Wealth

Client-first culture

Our first priority is building long-term relationships with every client and demonstrating our values of integrity, communication and consistency.

Proven stability

We have over $50 billion in assets under management and more than 125 years of experience helping clients build, manage and transition their wealth.

A dedicated team

Clients across the country can access a dedicated team of experienced professionals to help meet their individual and institutional wealth needs.

Insights
A few insights for your financial plan

Tax Planning

Tax-Loss Harvesting: A Smart Tax Move for Investors

Tax-loss harvesting is a smart way to use capital losses to help minimize capital gains taxes.
Tax-loss harvesting can be a smart way to make your portfolio more tax-efficient. However, it's a strategy that requires careful tracking and timing.

Walt Reed

First Citizens Director of Trust & Estate Tax

Tax Planning

Navigating Capital Gains Taxes

Understanding how capital gains taxes work and ways to minimize them is essential for making more informed investment decisions.
While you can't completely avoid taxes on successful investments, you can take steps to reduce your capital gains taxes.

Walt Reed

First Citizens Director of Trust & Estate Tax

Liquidity

Understanding employee liquidity options prior to an IPO

Accessing liquidity as an employee of a pre-IPO company can involve a series of financial calculations. Knowing your options can help you make sound decisions.
The world of liquidity has shifted for employees and founders of pre-IPO companies throughout the innovation sector during the last 10 years.

Ann Lucchesi

Senior Director

Read More Insights

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Your investments in securities and insurance products and services are not insured by the FDIC or any other federal government agency and may lose value.  They are not deposits or other obligations of, or guaranteed by any bank or bank affiliate and are subject to investment risks, including possible loss of the principal amounts invested. There is no guarantee that a strategy will achieve its objective.

About the Entities, Brands and Services Offered: First Citizens Wealth™ (FCW) is a marketing brand of First Citizens BancShares, Inc., a bank holding company. The following affiliates of First Citizens BancShares are the entities through which FCW products are offered. Brokerage products and services are offered through First Citizens Investor Services, Inc. ("FCIS"), a registered broker-dealer, Member FINRA and SIPC. Advisory services are offered through FCIS, First Citizens Asset Management, Inc. and SVB Wealth LLC, all SEC registered investment advisors. Certain brokerage and advisory products and services may not be available from all investment professionals, in all jurisdictions or to all investors. Insurance products and services are offered through FCIS, a licensed insurance agency. Banking, lending, trust products and services, and certain insurance products and services are offered by First-Citizens Bank & Trust Company, Member FDIC, and an Equal Housing Lender, and SVB, a division of First-Citizens Bank & Trust Company. icon: sys-ehl

All loans provided by First-Citizens Bank & Trust Company and Silicon Valley Bank are subject to underwriting, credit and collateral approval. Financing availability may vary by state. Restrictions may apply. All information contained herein is for informational purposes only and no guarantee is expressed or implied. Rates, terms, programs and underwriting policies are subject to change without notice. This is not a commitment to lend. Terms and conditions apply. NMLSR ID 503941

For more information about FCIS, FCAM or SVBW and its investment professionals, click the links below:

FirstCitizens.com/Wealth/Disclosures

SVB.com/Private-Bank/Disclosures/Form-ADV

See more about First Citizens Investor Services, Inc. and our investment professionals at FINRA BrokerCheck.