Guiding You Through Each Phase of the Wealth Cycle
At First Bank Wealth Management we help grow and preserve your wealth, pass your business on to a beneficiary, transfer assets to children and grandchildren or supporting the charity of your choice. We simplify complex wealth management needs with holistic and objective advice and solutions. Through our structured, planned approach we will guide and serve you through each phase of the wealth cycle. As a full-service wealth management group, we have been serving clients since 1967 in Missouri, Illinois and California. We support small and middle market businesses, individuals, families, pensions, trusts, foundations and non-profit organizations. Lastly, we adhere to the Fiduciary Standard – the highest standard in investment management. This requires our advisors to put our client’s interests above their own.
Our Value Proposition
We provide proactive, holistic advice and solutions without product or firm bias, through a planning-based approach, delivered by a highly-credentialed advisory team. We advise and service our clients through each phase of the wealth cycle:
- Create and Grow Wealth - through a broad range of investments and specialized capabilities, guided by a unique, client-specific financial plan
- Protect and Preserve Wealth - with comprehensive asset protection, retirement, tax planning and risk strategies
- Transition Wealth - through expert estate planning and estate settlement service
C.A.R.E. - Our Value Driven Process
Our wealth management process begins with our value-driven process (CARE) which is designed to identify gaps and issues which may impede you in achieving your financial goals and to provide objective and rational recommendations in areas of concern.
Comprehend
- Your values, goals and objectives
- Your current financial situation
- Issues that are important to you and in what order you would prioritize them
Assess
- Your unique situation and circumstances is assessed using our extensive planning process and a variety of resources
- Gaps are identified and evaluated
Recommend
- Customized solutions are developed to help you achieve your goals and/or to address any points of weakness in your financial life
- Cost-efficient and rational solutions
Execute
- Actionable steps to execute and implement recommendations
- Recommendations are monitored, re-assessed and readjusted as needed
Our Clients
- We work with clients whose investable assets are greater than $1,000,000
Our Team
- Our credentialed client-advisory team is comprised of local and national professionals with expertise in all areas of the wealth management arena
Get Started / Questions?
To learn more about Wealth Management and other ways we can assist you, contact the Wealth Management Advisor in your area.
Missouri/Illinois
Gene Todd
800-452-1414
Contact Gene
California
Bill Dolan
949-475-6304
Contact Bill
Other States
Gene Todd
800-452-1414
Contact Gene
Existing Account Support
Michelle Rogers
800-452-1414
Contact Michelle