We prepare our clients for the important moments in life

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Wealth Planning


Wealth management is a highly personalized activity and the planning that goes into wealth management is anything but one-size-fits-all. As professional advisors at First American Trust, we are interested in understanding, first and foremost, a client’s situation: family issues, business interests, time horizons, health issues, philanthropic sensibilities, and many more individual factors that contribute to a client’s wealth management plan. Often, retirement issues drive the conversation as we seek long-term solutions that will provide for a client’s current—or enhanced—lifestyle during their retirement years.