Grow Your Wealth
Achieving your financial goals is a lifelong journey. We're here to help.
Everyone begins somewhere. Regardless of where you are with your nest egg, creating a plan to achieve your objectives and reach your goals is critically important. That's where we come in.
It Starts With Your Story
Everyone's financial path is unique. Whether you're saving for retirement, looking to invest or need help with asset management, every wealth expansion journey begins with your personal vision.
A Plan Unique to You
With your destination in mind, your Wealth consultant will work with you to chart a financial plan that prioritizes your needs and goals.
Lean on Our Experience
As things change, so do your financial needs. Our Wealth consultants have the knowledge and experience to help you along every step of your journey, offering expertise as needed.
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Everyone needs a financial plan. We'll help you understand where you are today and how to put your money to work for you into the future.
We're here to help you navigate the complexities of investing on your terms. We have a comprehensive set of tools and resources to get you where you want to be.
Even the best strategy can be thrown off course by unexpected life events. We can help plan ahead so you can still achieve your goals.
From customized deposit and lending products to a multidisciplinary team, you'll enjoy exclusive benefits delivered with top-notch service.
Not sure where to start? Meet our team of knowledgeable consultants.
Reach your organization's goals with a customized plan. We're here to help you manage and grow your business as well as plan for succession.
Advice & Planning
We use strategic, goals-based planning techniques and sophisticated planning tools to create a financial plan for you and your family.
Our robust tools help you understand your finances and create financial plans based on your specific goals. We'll help you better manage your current finances and plan for the future.
We're here to help you make sense of the markets. Get our latest insights on economic growth, investor sentiment and valuation trends.
The path to expanded wealth starts with one small step. Get started on your journey today.
See how much time and money it takes to achieve your goal
Financial insights to grow your wealth
The information provided should not be considered as tax or legal advice. Please consult with your tax advisor.
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, 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.
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.
Bank deposit products are offered by First Citizens Bank, Member FDIC.
See more about First Citizens Investor Services, Inc. and our investment professionals at FINRA BrokerCheck.