Wealth Management Services | First Bank & Trust Company

Advisors for an Assured Legacy

Customized Support

We help you understand your unique financial goals, risk tolerance and options.

Trusted Relationships

We operate as a fiduciary and truly get to know you while working towards your financial goals, keeping your best interest in mind at every step.

Expert Care

Our team is made up of dedicated, certified, licensed professional wealth management consultants.

Local Service

Your wealth advisor is nearby and accessible, ready to connect in-person or virtually.

Customized Support

We help you understand your unique financial goals, risk tolerance and options.

Trusted Relationships

We operate as a fiduciary and truly get to know you while working towards your financial goals, keeping your best interest in mind at every step.

Expert Care

Our team is made up of dedicated, certified, licensed professional wealth management consultants.

Local Service

Your wealth advisor is nearby and accessible, ready to connect in-person or virtually.

Financial Planning

Prepare a Way to Financial Well-Being

Ready to take control of your financial future? Our expert Osaic Institutions Financial Planners are here to guide you on the path to financial success. Whether you're saving for retirement, planning for your child's education, or simply aiming for better financial stability, our team will create a personalized roadmap tailored to your unique goals. With a focus on comprehensive financial planning, we'll help you make informed decisions, manage debt, and build a secure financial future. Discover the peace of mind that comes with a solid financial plan by partnering with us today.

Investment Advisory

Build a Portfolio Based on Your Unique Financial Goals

Make your money work harder for you with First Trust & Wealth Management's investment management services. Our team of seasoned investment professionals is dedicated to growing and preserving your wealth. We understand that every investor is unique, which is why we present a comprehensive selection of investment strategies meticulously crafted to align with your specific risk preferences and financial objectives. With our track record of delivering strong, consistent returns, you can trust us to help you achieve your financial goals through smart, strategic investments.

Wealth Protection for Personal & Business

Minimize Risk. Protect Your Assets.

You’ve worked hard to build a meaningful life and legacy and securing what means most to you is a top priority. At First Trust & Wealth Management, we take asset and wealth protection seriously. Our team specializes in developing comprehensive strategies to safeguard your assets and mitigate potential financial risks. Whether it's life insurance for you and your family or succession planning for your business, we offer a suite of solutions designed to fit your needs. Rest easy knowing that our dedicated asset protection experts will work alongside you to help you secure your financial future.

Family Generation Love And People Concept Happy

Prosperity. Protection. Partnership.

Using a variety of professional resources and our combined experience, our team will work with you to craft the most appropriate wealth management strategy for you.

First Trust and Wealth Management is a division of First Bank and Trust Company, providing comprehensive asset management, wealth banking services, and trust and estate planning. It's important to remember that past performance is not a guarantee of future returns.

Investment Products: • NOT FDIC-INSURED • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE
Insurance Products: • NOT A DEPOSIT • NOT FDIC-INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE

Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Osaic Institutions and the bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC/NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank, bank affiliate, credit union, or credit union affiliate. These products are subject to investment risk, including the possible loss of value.

Contact Us

Wealth Management

Advisors for an Assured Legacy

Prepare a Way to Financial Well-Being

Build a Portfolio Based on Your Unique Financial Goals

Minimize Risk. Protect Your Assets.

Prosperity. Protection. Partnership.

Let's Get Started Working Together

Your Financial Journey Matters