Some wealth management firms go back 50 years. We’re designed to go 50 years forward.
We are a privately-held, boutique wealth management firm servicing entrepreneurs, business owners, executives, family offices and institutions. We empower our clients to live their dreams and create their legacy.
Breaking the Wealth Management Matrix
We’re building aspirant methodically, in pursuit of a special vision. We’re pacing ourselves deliberately, using the same exacting rigor and foresight and creativity we apply for each of our clients.
For Entrepreneurs
From scaling to exit, using our expertise to help bring your vision to life.
For Professionals
A partner for your personal planning, helping you protect what matters.
For High Net Worth
Protecting your financial future so you can do more of what matters most.
You deserve a process that is robust and puts you in charge of your financial destiny.
We guide you through a thought-provoking process aimed at uncovering your financial goals and aspirations, then develop a clear, comprehensive plan to turn them into reality, giving you confidence and peace of mind.
FINANCIAL PLANNING
INVESTMENT MANAGEMENT
We strive to craft an investment strategy that closely aligns with the goals set in your financial plan. Our globally diversified, value-focused approach is designed to provide a sense of stability and confidence, supporting your long-term financial objectives.
ONGOING MONITORING AND ADJUSTMENTS
Financial goals and circumstances can evolve over time, so regular reviews and adjustments are crucial. A dynamic process ensures that your financial plan remains relevant, allowing you to make informed decisions and stay on track as your life and market conditions change.
Not your average financial advisers
Financial planning is about more than making money – it’s about creating a happy life filled with purpose, with none of the hassle traditionally associated with money management.
First Wealth exists to help you do just that. We’re on a mission to improve your financial wellbeing and happiness by helping you live life on your terms. We’ll work with you to identify what you want out of life and create a plan to get you there.
Which leaves us with one question, what else do you want to do with your life?
