Our team is comprised of experienced professionals working together to help you plan, grow, and protect your legacy for generations. Who we are:
• The Trust department of First Citizens Bank offering comprehensive Wealth Management services regulated by the Iowa Division of Banking and the Federal Reserve.
• Fiduciaries serving in our clients’ best interest.
• A one-stop shop for all your financial needs.
• A collaborative team comprised of professionals with diverse experience and education. Who we are not:
• Commissioned-sales people.
• Stock pickers.
• Lone rangers. Our Wealth Advisory team is led by Wealth Advisors helping individuals, families and businesses plan for major life goals and transitions. We focus on putting together the financial puzzle for our customers dealing with different seasons of life. We also provide Plan Sponsors with competitive and local retirement plan services. Our Investment Team provides solid and consistent portfolio management. We deliver peace of mind allowing clients to rely on our specialized team to navigate complex markets and grow their wealth. Our clients include individuals, families, businesses, nonprofits, foundations, and our outsourcing partners. Our Fiduciary Team protects your legacy by serving as Trustee, Executor, Conservator, Agent Under a Financial Power of Attorney or Farm Manager. Our Trust Officers serve a full-time role in this capacity, unlike others with additional responsibilities, and little training or expertise. We are educated and experienced in the requirements and appropriate procedures to administer fiduciary matters. Our professionalism minimizes the emotions of difficult situations and allows family legacies to continue for generations. Our Trust Operations teams is behind the scenes, ensuring the smooth operations of all account activity. Unlike many investment firms, we have the benefit of an in-house operations team, allowing us to offer clients fast and flexible service. We also provide operational outsourcing support to outside trust departments. Together, we provide a wealth of services to clients, allowing them peace of mind. We invite you to experience our difference. First Citizens Wealth Management - A Team You Can Trust. Disclosure: Products provided by First Citizens Wealth Management are not insured by the FDIC, are not deposits of the bank and are not guaranteed by First Citizens Bank; 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 for your specific situation.
