Grow Your Wealth

Achieving your financial goals is a lifelong journey

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.

Financial Wellness

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.

Learn more about financial wellness

Investment Management

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.

Learn more about investment management

Asset Management

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.

Learn more about asset management

Private Banking

Your financial journey is unique. Our private banking solutions are tailored to your overall wealth strategy and supported by a dedicated team of financial partners.

Learn more about private banking

Not sure where to start? Meet our team of knowledgeable consultants.

Institutional Trust

Our experienced team can help your firm achieve its mission with a range of comprehensive institutional trust services.

Learn more about institutional trust

Advice & Planning

We use strategic, goals-based planning techniques and sophisticated planning tools to create a financial plan for you and your family.

Learn more about advice and planning

Planning Tools

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.

Learn more about financial planning tools

Market Outlook

We're here to help you make sense of the markets. Get our latest insights on economic growth, investor sentiment and valuation trends.

Learn more in our market outlook

Let's Connect

The path to expanded wealth starts with one small step. Get started on your journey today.

Insights

A few insights for your financial plan

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The information provided should not be considered as tax or legal advice. Please consult with your tax advisor.

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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. Asset allocation, dollar cost averaging and diversification do not guarantee a profit or protect against loss. There is no guarantee that a strategy will achieve its goal.

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.