Financial Planning Tools

Tools to help you achieve your financial goals

Our financial planning tools are designed to be flexible and comprehensive. You'll get access to your full financial picture and the ability to make adjustments whenever you want so you can easily manage your financial life.

MoneyGuidePro

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.

MoneyGuidePro®

View your financial plan at a glance

Adjust goals to see different scenario outcomes

Collaborate with your financial partner

MoneyGuidePro®

View your financial plan at a glance

MoneyGuidePro®

Adjust goals to see different scenario outcomes

MoneyGuidePro®

Collaborate with your financial partner

Asset Management

Simplify your financial life

Our asset management solutions are customized for you and designed to streamline your financials.
Market Commentary

Make sense of the markets

We have our fingers on the pulse of the economic growth, investor sentiment and valuation trends.

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.

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.

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; 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.

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.

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