Plan, Grow & Protect Legacies Across Generations
We believe solid planning requires special expertise and a team approach. Our team includes individuals with financial planning, investment management, tax and legal expertise, dedicated to working with you and your team of experts, including attorneys and accountants, to deliver and implement a customized plan centered around the client.
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641-422-1600
A Team You Can TRUST.
Fiduciary Services
Fiduciary Services
Trust & Estate Administration
Farm Management
Advanced Estate Planning Guidance
Bill Pay Services
Wealth Advisory
Wealth Advisory Services
Comprehensive Financial Planning
Retirement Planning
Tax Planning
Insurance Planning
Investment Management
Investment Management Services
Custom Portfolio Construction
Access to World Class Investment Experts
Local Investment Committee Oversight
Retirement Plan Services
Retirement Plan Program
Plan Design and Consulting
Recordkeeping and Administration
Compliance Oversight & Fiduciary Support
Participant Communications, Education and Guidance
Operations & Compliance
Operations & Compliance
On-Site Operations Processing For Internal Clients
Trust Department Operations Outsourcing
Trust Operations and Compliance Committee Oversight
EDUCATION CENTER
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Products provided by First Citizens Wealth Management are not insured by the FDIC, are not deposits of the bank and are not guaranteed by this institution; and, are subject to investment risks, including possible loss of the principal invested. Please note that neither First Citizens Bank nor the First Citizens Wealth Management Department provide tax or legal advice. You should always consult an attorney along with a tax professional to determine how to prepare the best estate plan for your situation.
