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Know your options for drawing income on your investment.
The efficiency of your financial engine.
Managing our clients' money in-house.
Your greatest financial potential.
The financial experts.
Advantages And Drawbacks To Drawing Income At Retirement
At First Wealth Financial Group, we understand there are several ways to draw income off your investments, but there may only be a few options suitable for you. First Wealth takes pride in offering our clients strategies that address their investment income needs.
Improve Your Finances And Add Value To Your Life
There are three ways to increase your wealth: lower your standard of living, increase your risk or recover wealth you are losing that you don’t know you are losing (ex. tax inflation, obsolescence, increase in lifestyle, etc.) Too many advisors ask what your needs are, but at First Wealth Financial Group, we teach you how to achieve your maximum financial output by focusing on the efficiency of money, first. The sooner we start the better.
Our Financial Experts Are Knowledgeable About Investments and Pitfalls
We are proud to provide our clients access to top funds, while consistently out-performing competitor managed accounts. We have been able to accomplish this because of our use of top funds, establishing the proper portfolio and model to fit our client’s personality, goals and timeline, as well as monitoring the markets, economy, politics, interest rates, tax law changes and more, to proactively make appropriate investment changes.
Personalized Customer Service Providing Appropriate Direction
Our clients' goals are of the utmost importance to our team, however many times these goals can limit their financial potential. Our team works to help our clients reach their greatest financial potential with individualized financial engineering, appropriate direction, advice, support and products.
Free Financial Planning Services
Trying to implement a financial plan without the help of an expert can cost you substantial money and time, due to rectifying mistakes. Our team is proud to provide meaningful planning services, free of charge because we believe in giving first. Potential clients need to see the value and expertise we bring before engaging us. Our no-obligation and no cost planning provides an opportunity for clients to learn the real value we bring.
Our experienced advisors and team members collaborate to deliver authentic results that change lives.

Focused On Financial Excellence

At First Wealth Financial Group, we provide a positive and encouraging atmosphere and culture with the focus on excellence. Through cooperation and teamwork, we are proud to provide our clients with individualized client attention and service, appropriate direction, advice, support and offer access to assistance with products that will improve their financial performance while adding additional value to their lives. The little details that happen behind the scenes make all the difference.

Focused On Financial Excellence

Our experienced advisors and team members collaborate to deliver authentic results that change lives.

Our experienced advisors and team members are committed to collaborating and delivering valuable results that change lives. We help educate and empower you to help you make the best decisions for your financial future, and we are committed to working with you over the long-term to help navigate the many changes that will come.
1987
In Business Since
143
Years of Combined Experience
2858
Brokerage and Advisory Accounts Serviced
1
Investment Philosophy

The power of collective intelligence

  • Your Consultants Since 1987

    First Wealth began in October of 1987 when Mr. Breton Williams started in the financial services business as an advisor representing New York Life in Clinton, Iowa, on the fourth floor of the Howes Building in downtown Clinton. Fast-forward to 2014, where, up to this point, being affiliated with New York Life had served our clients well, however, we saw the limitation of being with a single company. We felt these limitations could impede options for our clients. We decided to not only become an independent firm to open virtually unlimited options to our clients, but we moved the whole operation to our new 6,500 square foot dedicated office, located on the by-pass where Clinton, Iowa connects to the state of Illinois.
  • Photo of Andrew Meyers
    Photo of Andrew Meyers
    Andrew Meyers
    President / Wealth Advisor.
  • Photo of Cari Bush
    Photo of Cari Bush
    Cari Bush
    Senior Client Service Representative, Wealth Advisor
  • Photo of Kelsey Gammon
    Photo of Kelsey Gammon
    Kelsey Gammon
    Client Service Representative & Business Development Assistant
  • Photo of Daniele Eggers
    Photo of Daniele Eggers
    Daniele Eggers
    Client Service Representative
Start the Conversation
1210 19th Ave NW
Clinton, IA 52732
 
5185 Utica Ridge Road
Davenport, IA 52807
 
16 E Southridge Rd #1602
Marshalltown, IA 50158
 
Hours:
Monday - Thursday
8am - 5pm
Friday
8am - 12pm
Saturday - Sunday
Closed