Wealth Management Advice & Planning
Creating financial clarity for you and your family
Finances shouldn't have to become overwhelming and complicated as you accumulate wealth. We bring clarity to your financial life with an experienced Wealth Management Group, strategic goals-based planning techniques and sophisticated planning tools.
We'll work with you and your family to identify financial goals, create a plan and layer on services and specialized teams for a comprehensive strategy.
Collaborate with your planner through this sophisticated planning tool. You can see progress to your financial goals and try out different scenarios if you decide to adjust your strategy.
View your financial plan at a glance
Adjust goals to see different scenario outcomes
Collaborate with your financial partner
Simplify your financial life
Make sense of the markets
First Citizens Wealth Management utilizes MoneyGuidePro as its Financial Planning Tool. MoneyGuidePro and Play Zone® are registered trademarks of PIEtech℠. All screenshots are ©PIEtech℠. Reproduced with permission. All rights reserved.
First Citizens Wealth Management is a registered trademark of First Citizens BancShares, Inc. First Citizens Wealth Management products and services are offered by First-Citizens Bank & Trust Company, Member FDIC, Equal Housing Lender; First Citizens Investor Services, Inc., Member FINRA and SIPC, an SEC-registered broker-dealer and investment advisor; and First Citizens Asset Management, Inc., an SEC-registered investment advisor.
See more about First Citizens Investor Services, Inc. and our investment professionals at FINRA BrokerCheck.
Your investments in securities, annuities and insurance are not insured by the FDIC or any other federal government agency and may lose value. They 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. Past performance does not guarantee future results.
Brokerage and investment advisory services are offered through First Citizens Investor Services, Inc., Member FINRA and SIPC. First Citizens Asset Management, Inc. provides investment advisory services.