Guiding You Through Each Phase of the Wealth Cycle

The Wealth Management Team at First Bank simplifies our clients' complex wealth management needs by proactively providing holistic and objective advice and solutions.  We work with clients whose investable assets are greater than $1,000,000.  Our credentialed client-advisory team is comprised of local and national professionals.  

Through a structured, planning based approach we guide and serve our clients through each phase of the wealth cycle.

Create and Grow Wealth
Through a broad range of investments and specialized capabilities, guided by a unique, client-specific financial plan

Protect and Preserve Wealth
Through comprehensive asset protection, retirement, tax planning and risk strategies

Transition Wealth
Through expert estate planning and estate settlement services

Services

We invite you to review our broad suite of services.  We value each client partnership and work to develop a custom solution based on your specific needs.  You will find qualified experts and professional leadership in the following categories:

Our Solutions

Wealth Management products and services are provided through First Bank, and its affiliates and subsidiaries. Brokerage products are offered through First Brokerage America, LLC, Member FINRA/SIPC, registered investment adviser and insurance agency offering securities, investment advisory services and insurance products.  Insurance products in CA are offered through First Banc Insurance Service, LLC (CA DOI #0C42494). First Brokerage America, LLC, First Banc Insurance Service, LLC and First Bank are affiliates through common ownership.  Deposit products are offered by First Bank, Member FDIC.  Investment and insurance products are NOT FDIC insured, are NOT guaranteed by First Bank, and MAY lose value.