What Kind Of Legacy Will You Leave?
The choices you make today can make a difference for decades yet to come.
Managing wealth means thinking far into the future. And making decisions about what your money should do even after you’re gone. That perspective comes naturally at First Citizens Wealth Management. Managing over $25 billion in wealth assets, we’ve been led for three generations by members of the same family. The approach we use to manage our future is the same we use, every day, to help our clients manage theirs.
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INVESTMENTS | INSURANCE | RETIREMENT
Your investments in securities, annuities and insurance are not insured by the FDIC or any other federal government agency and may lose value. They are not a deposit or other obligation of, or guaranteed by any bank or bank affiliate and are subject to investment risks, including possible loss of the principal amount invested. Past performance does not guarantee future results.
First Citizens Wealth Management is a registered trademark of First Citizens BancShares, Inc. First Citizens Wealth Management products and services are offered by First-Citizens Bank & Trust Company, Member FDIC; First Citizens Investor Services, Inc., Member FINRA/SIPC, an SEC-registered broker-dealer and investment advisor; and First Citizens Asset Management, Inc., an SEC-registered investment advisor.
Brokerage and investment advisory services are offered through First Citizens Investor Services, Inc., Member FINRA/SIPC. First Citizens Asset Management, Inc. provides investment advisory services.
Bank deposit products are offered by First Citizens Bank, Member FDIC.