Achieve your financial goals through smart planning
Wherever you are in your wealth journey, we can help you achieve the next level of your financial goals. It starts with a conversation to understand what you'd like to achieve personally and for your family. Then, we'll create a roadmap together that's specifically designed for you and focuses on simplifying your financial life and maximizing the benefits of all your banking solutions. And we'll check in with you regularly to make sure you're on track.
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.
Find out how much you'll need to save for retirement
View your financial plan at a glance
Adjust goals to see different scenario outcomes
Collaborate with your financial partner
Plan for the future of your dreams
Learn about our consultative services for your business needs
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.
The information provided should not be considered as tax or legal advice. Please consult with your tax advisor.