Wealth Management
Grow. Preserve. Protect.
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Wealth Management Services in Bucks County
Our Wealth Management Group offers a range of services designed to help individuals and families in Bucks County plan for their financial futures.
Investment Management
Partner with our Wealth Management Group to build an investment plan based on a long-term growth strategy with some of the lowest fees available.
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.
Trust Services
The 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.
Planning for the future
Wealth Management in Bucks County
Our Wealth Management Group offers a range of services designed to help individuals and families in Bucks County plan for their financial futures. Partner with a professional wealth manager to reach your life and financial goals with personalized advice on investment strategies, retirement planning, estate planning, and more. Our wealth management team in Bucks County is dedicated to understanding your unique financial goals and crafting a comprehensive plan to achieve them. Learn more about our trust and wealth services in Newtown, Doylestown, Langhorne, Jamison, Levittown, Richboro, New Hope, Warminster, Washington Crossing, and Wrightstown.
Trust is Earned
Fiduciary has become a buzzword these days. Not for us. It’s 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 Wealth Management 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!
This product is not FDIC insured, nor bank guaranteed and may lose value.
