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
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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. -
Andrew MeyersPresident / Wealth Advisor.
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Cari BushSenior Client Service Representative, Wealth Advisor
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Kelsey GammonClient Service Representative & Business Development Assistant
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Daniele EggersClient Service Representative
Start the Conversation
1210 19th Ave NW
Clinton, IA 52732
Clinton, IA 52732
5185 Utica Ridge Road
Davenport, IA 52807
Davenport, IA 52807
16 E Southridge Rd #1602
Marshalltown, IA 50158
Marshalltown, IA 50158
Hours:
Monday - Thursday
8am - 5pm
Friday
8am - 12pm
Saturday - Sunday
Closed