Services

• Professional management of family wealth during your lifetime as well as meeting the future needs of loved ones and fulfilling charitable giving goals.
• When appointed as trustee, First National Wealth Management acts in accordance with the expressed wishes of the grantor of the trust by following the guidelines set forth in the governing document.
• Our Estate Administration experience can be a valuable resource for your family at a difficult time. If named as your personal representative, First National Wealth Management becomes responsible for all of the duties associated with administering your estate. 

 

Based on our clients’ individual objectives, we tailor each portfolio with a diversified mix of securities to meet your financial goals.

 

First National Wealth Management can safe-keep assets and investments that you direct yourself and provide recordkeeping for those assets. Included in our safekeeping services is the collection of dividends, interest and other income as well as providing required tax information.

 

 

 

Online Access & Mobile App

First National Wealth Management clients now have access to a new, modern online platform designed to make viewing account information easier and more convenient.

Clients can log in through www.TheFirst.com/WealthManagement or access their accounts on the go through the iOS Mobile app.

This updated online experience is part of our continued effort to provide secure, convenient access and responsive support from our team.