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Educating our clients on utilizing tax favored approaches, proper pension, estate and retirement planning strategies.

Wealth Management Education

At First Wealth Financial Group, our dynamic total wealth management approach is customized to address your unique financial goals and objectives. Our team of financial consultants follow a comprehensive five-step, process designed to determine the optimal approach to maximizing your wealth.

First we start with discovering your personal, professional and financial life goals before discussing the risks and rewards of different asset classes and their contribution to the overall portfolio asset allocation. Our team offers recommendations, including an optimal blend of investment vehicles to work toward your goals. From there, we implement our investment methodologies to construct your portfolio and actively manage the portfolio to seek maximum performance.

To learn more, contact our team members here for more information on Wealth Management at First Wealth Financial Group.

First Wealth Financial Group and LPL Financial do not provide legal and/or tax advice or services. Please consult your legal and/or tax advisor regarding your specific situation. LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.