Wealth Management

Your Values, Your Plan

For over a century, the financial advisors at First Bank & Trust have helped generations of families build, manage, preserve and transition wealth.

Our approach to wealth management is based on values and focuses on developing a clear picture of your unique needs and goals, leading to a personalized step-by-step action plan that aligns solutions with those goals.

We start by investing the necessary time and effort to learn how best to serve you based on what is most important to you. Then we continually evolve our vision of how best to serve you as your circumstances, needs and goals change. Our values-based process is a five-step approach to help make your comprehensive plan easy, effective and understandable:

  1. Identify your values
  2. Set your goals
  3. Benchmark your current financial reality
  4. Create a financial blueprint to guide you
  5. Implement your blueprint using a team of trusted advisors and specialists to ensure you achieve your goals

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Please note our chat support is available
Monday - Friday: 7:30 am - 6:00 pm
Saturday: 8:00 am - Noon

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