Trust & Wealth Management

fi·du·ci·ar·y n. from the Latin fiducia, meaning “trust”.

Fiduciary has become a buzzword these days. It’s never been a buzzword to us. It is all we’ve ever known and all we’ve ever been. Simply put, a fiduciary is required – in all circumstances – to put your interests ahead of its own. The First has been doing that since 1922.

Our Trust & Wealth Group has earned the confidence of thousands who want to grow, preserve or just protect the assets they’ve been accumulating. We provide one-on-one consultation, comprehensive knowledge and the desire to see you reach your financial goals. Call 215.968.4872 and schedule your appointment with someone you can trust today!

Meet Our Team

Meet the Trust & Wealth Management team at The First! Learn more about each of our team members and contact them today to speak with them about your trust and wealth needs.

Financial Planning

When you partner with our team of highly-trained Certified Financial Planners™, you’ll receive an individualized plan based on your financial goals.

Investment Management

Partner with our Trust & Wealth Management Group to build an investment plan based on a long-term growth strategy with some of the lowest fees available.

Trust Services

The Trust & Wealth Management Group at The First can assist you when working with an attorney to create a trust as well as the services of a professional fiduciary.

Estate Administration

Our staff of professionals can handle the duties of an executor and work towards the efficient settlement of estates of all sizes.

Certified Divorce Financial Analyst™ (CDFA®)

Leverage the financial expertise of a Certified Divorce Financial Analyst™ to negotiate the best divorce settlement possible.

This product is not FDIC insured, nor bank guaranteed and may lose value.

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