COVID-19 Updates: Our lobbies are currently open with limited access. Read the full update here. For the latest PPP Loan Information click here.

Wealth Management

The First’s Wealth Management Division, serving all of Bucks County, is located next to our Newtown Borough branch on South State Street. Situated in the heart of historic Newtown Borough, we have enjoyed this central location since 1928. Visit us during our weekday hours of 8:30-5:00 Monday through Friday. You’ll find a convenient parking lot behind our Newtown Borough branch next door. Get Directions

Contact Us:

34 South State St. | Newtown, PA 18940


215-968-6380 (fax)

Branch Hours:

Mon-Fri: 8:30am-5:00pm

About This Branch

About This Branch preview

At The First’s Wealth Management Division, you’ll find a friendly and helpful staff of professionals with expertise in Investment ManagementFinancial Planning, and Estate Administration and Trust Services. We provide exceptional customer service and wealth management services to the residents and businesses of Bucks County.

The First has served the people of Bucks County since 1864. We are proud to be an independent community bank that reinvests in local towns, businesses, and our neighbors. Call us today to schedule an appointment. You’ll love our personal service, focused on helping you reach your investment and wealth management goals.

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