First Wealth & Trust

First Wealth & Trust Financial planning, investment management, estate planning and trust administration.

Trust and investment services are not FDIC insured, not deposits of the bank, not guaranteed by the bank, not insured by any government agency, and may lose value.

Episode 12 of the Chimes & Dimes podcast is out! Trusts can be extremely beneficial when it comes to estate planning, bu...
09/03/2026

Episode 12 of the Chimes & Dimes podcast is out!

Trusts can be extremely beneficial when it comes to estate planning, but how do they affect your taxes? Join Pete Baksh, CFA; Scott Michael (Strombeck Consulting); and Don Gervase (Provision Law PLLC) for an in-depth look at the relationship between trusts and taxes.

Available wherever you get your podcasts. https://chimesanddimes.com/

09/02/2026

You may think estate planning only applies to the ultra-wealthy with multiple properties and a long list of assets, but it applies to just about everyone.

In this episode of Chimes & Dimes brought to you by First Wealth & Trust of Winter Garden, you will hear about the relationship between Trusts and Taxes and what that means for your financial plan. Plus, learn the basics of estate planning, what it means to have an estate and why estate planning is important.

Pete Baksh, CFA and Chief Investment Officer at First Wealth & Trust in Winter Garden is joined by Scott Michael, Partner, Business Advisor and CPA with Strombeck and Don Gervase, Owner of Provision Law PLLC to explore these topics.

Chimes & Dimes is happy to partner with The Hangry Bison - Winter Garden for the “Listen & Win” Giveaway. Visit chimesanddimes.com to enter to win a $100 gift card to The Hangry Bison. One gift card will be given away each month through October, 2026.

Chimes & Dimes was filmed on location at The Hangry Bison in historic downtown Winter Garden, Florida. The Hangry Bison is a create-your-own burger concept with a variety of proteins and is now known for its Bison burgers, craft cocktails, craft beer, and elaborate whiskey and bourbon selection.



The content provided is for informational purposes only and should not be construed as personalized investment advice, legal advice, or tax advice. Listening to this podcast does not create a fiduciary, advisory or client relationship. First Wealth & Trust is a fiduciary operating under the Florida banking regulations with the First National Bank of Mount Dora, N.A. and regulated by the Office of the Comptroller of Currency and not registered as an investment advisor with the U.S. Securities and Exchange Commission. Trust and investment services are not FDIC insured, not deposits of the bank, not guaranteed by the bank, not insured by any government agency and may lose value. The podcast discusses general financial concepts and may not be suitable for your specific situation. Always consult qualified professionals before making financial decisions.

New Episode is Live!What happens to your money, your home, and your family when you’re no longer here?In Episode 12 of C...
09/02/2026

New Episode is Live!

What happens to your money, your home, and your family when you’re no longer here?

In Episode 12 of Chimes & Dimes, we’re breaking down Trusts & Taxes, and why estate planning isn’t just something wealthy people need to worry about.

Pete Baksh, CFA and Chief Investment Officer at First Wealth & Trust in Winter Garden is joined by Scott Michael, Partner, Business Advisor and CPA with Strombeck and Don Gervase, Owner of Provision Law PLLC to explore these topics.

Check out the new episode here: https://youtu.be/FPzA7gsQMxw?si=gQK_V6diNUGCY85W

Chimes & Dimes is happy to partner with The Hangry Bison for the “Listen & Win” Giveaway. Visit chimesanddimes.com to enter to win a $100 gift card to The Hangry Bison. One gift card will be given away each month through October, 2026.
Chimes & Dimes was filmed on location at The Hangry Bison in historic downtown Winter Garden, Florida. The Hangry Bison is a create-your-own burger concept with a variety of proteins and is now known for its Bison burgers, craft cocktails, craft beer, and elaborate whiskey and bourbon selection.

The content provided is for informational purposes only and should not be construed as personalized investment advice, legal advice, or tax advice. Listening to this podcast does not create a fiduciary, advisory or client relationship. First Wealth & Trust is a fiduciary operating under the Florida banking regulations with the First National Bank of Mount Dora, N.A. and regulated by the Office of the Comptroller of Currency and not registered as an investment advisor with the U.S. Securities and Exchange Commission. Trust and investment services are not FDIC insured, not deposits of the bank, not guaranteed by the bank, not insured by any government agency and may lose value. The podcast discusses general financial concepts and may not be suitable for your specific situation. Always consult qualified professionals before making financial decisions.

"Homeowners really should know what their title companies are doing. Are they a local title company? You can go to their...
08/28/2026

"Homeowners really should know what their title companies are doing. Are they a local title company? You can go to their office and check them out and make sure."

In episode 11 of Chimes & Dimes, Sandy Lawson explains the importance of trusting the title company you work with. There are a lot of fraudulent companies out there impersonating title companies, so it's good to be precautions to protect yourself and your money.

Chimes & Dimes is happy to partner with The Hangry Bison for the “Listen & Win” Giveaway. Visit chimesanddimes.com to enter to win a $100 gift card to The Hangry Bison. One gift card will be given away each month through October, 2026.
Chimes & Dimes was filmed on location at The Hangry Bison in historic downtown Winter Garden, Florida. The Hangry Bison is a create-your-own burger concept with a variety of proteins and is now known for its Bison burgers, craft cocktails, craft beer, and elaborate whiskey and bourbon selection.

The content provided is for informational purposes only and should not be construed as personalized investment advice, legal advice, or tax advice. Listening to this podcast does not create a fiduciary, advisory or client relationship. First Wealth & Trust is a fiduciary operating under the Florida banking regulations with the First National Bank of Mount Dora, N.A. and regulated by the Office of the Comptroller of Currency and not registered as an investment advisor with the U.S. Securities and Exchange Commission. Trust and investment services are not FDIC insured, not deposits of the bank, not guaranteed by the bank, not insured by any government agency and may lose value. The podcast discusses general financial concepts and may not be suitable for your specific situation. Always consult qualified professionals before making financial decisions.

Thank you to Lake Sumter State Lake-Sumter State College and the AdventHealth Waterman for hosting last week’s Planned G...
08/27/2026

Thank you to Lake Sumter State Lake-Sumter State College and the AdventHealth Waterman for hosting last week’s Planned Giving Professionals Seminar. Pete Baksh, CFA, host of the Chimes & Dimes podcast and Chief Investment Officer at First Wealth & Trust was welcomed as this morning’s Financial Speaker.
First National Bank of Mount Dora was proud to be one of the sponsors of the event which was a great opportunity to earn valuable continuing education credits, gain insights from expert, and connect with fellow professionals.
If you haven’t already subscribed to the Chimes & Dimes podcast, just visit chimesanddimes.com or search for it on your favorite podcast platform.
The content provided is for informational purposes only and should not be construed as personalized investment advice, legal advice, or tax advice. Listening to this podcast does not create a fiduciary, advisory or client relationship. First Wealth & Trust is a fiduciary operating under the Florida banking regulations with the First National Bank of Mount Dora, N.A. and regulated by the Office of the Comptroller of Currency and not registered as an investment advisor with the U.S. Securities and Exchange Commission. Trust and investment services are not FDIC insured, not deposits of the bank, not guaranteed by the bank, not insured by any government agency and may lose value. The podcast discusses general financial concepts and may not be suitable for your specific situation. Always consult qualified professionals before making financial decisions.

Have you met Alice Taft, our Trust Officer in Winter Garden? She specializes in helping local families meet their financ...
08/27/2026

Have you met Alice Taft, our Trust Officer in Winter Garden? She specializes in helping local families meet their financial goals.

Whether you need to develop a financial plan, protect wealth through a trust, or bolster your retirement roadmap, she can help.

Learn more at https://www.fnbmd.com/winter-garden

"The first thing I say is, 'do not send anybody any money.' Even if that person seems really nice, that money is going i...
08/26/2026

"The first thing I say is, 'do not send anybody any money.' Even if that person seems really nice, that money is going into their pocket. You'll never see them again."

With the increased frequency of title company impersonation fraud, it's important to trust who you're working with. When you're buying a house, a real agent or company won't push you to send them money.

Make sure you are talking with someone you trust, someone you know has your best interests in mind. If you can meet them in person, even better.

Chimes & Dimes is happy to partner with The Hangry Bison for the “Listen & Win” Giveaway. Visit chimesanddimes.com to enter to win a $100 gift card to The Hangry Bison. One gift card will be given away each month through October, 2026.
Chimes & Dimes was filmed on location at The Hangry Bison in historic downtown Winter Garden, Florida. The Hangry Bison is a create-your-own burger concept with a variety of proteins and is now known for its Bison burgers, craft cocktails, craft beer, and elaborate whiskey and bourbon selection.

The content provided is for informational purposes only and should not be construed as personalized investment advice, legal advice, or tax advice. Listening to this podcast does not create a fiduciary, advisory or client relationship. First Wealth & Trust is a fiduciary operating under the Florida banking regulations with the First National Bank of Mount Dora, N.A. and regulated by the Office of the Comptroller of Currency and not registered as an investment advisor with the U.S. Securities and Exchange Commission. Trust and investment services are not FDIC insured, not deposits of the bank, not guaranteed by the bank, not insured by any government agency and may lose value. The podcast discusses general financial concepts and may not be suitable for your specific situation. Always consult qualified professionals before making financial decisions.

08/25/2026

Thank you to Lake Sumter State College and the Advent Health Waterman Foundation for hosting last week’s Planned Giving Professionals Seminar. Pete Baksh, CFA, host of the Chimes & Dimes podcast and Chief Investment Officer at First Wealth & Trust was welcomed as this morning’s Financial Speaker.
First National Bank of Mount Dora was proud to be one of the sponsors of the event which was a great opportunity to earn valuable continuing education credits, gain insights from expert, and connect with fellow professionals.
If you haven’t already subscribed to the Chimes & Dimes podcast, just visit chimesanddimes.com or search for it on your favorite podcast platform.
The content provided is for informational purposes only and should not be construed as personalized investment advice, legal advice, or tax advice. Listening to this podcast does not create a fiduciary, advisory or client relationship. First Wealth & Trust is a fiduciary operating under the Florida banking regulations with the First National Bank of Mount Dora, N.A. and regulated by the Office of the Comptroller of Currency and not registered as an investment advisor with the U.S. Securities and Exchange Commission. Trust and investment services are not FDIC insured, not deposits of the bank, not guaranteed by the bank, not insured by any government agency and may lose value. The podcast discusses general financial concepts and may not be suitable for your specific situation. Always consult qualified professionals before making financial decisions.

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504 Plant Street
Winter Garden, FL
34787

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