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FirsTrust, LLC - Private Wealth Management Group

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FirsTrust, LLC - Private Wealth Management Group

Overview:

We know better than to believe the world's best financial choices are all under one roof at the bank or brokerage down the street - because we've been there.

We are former brokers, bankers, lawyers, Wall Street traders and financial executives; from private firms to some of the world's largest institutions; serving all types of clients, some with over $100 million per family. But somewhere along the way, each of us had a career-changing moment of conflict when we realized the size of our paychecks was dependent upon our willingness to “recommend” the things that were most profitable for our employers.

The Mellons and Rockefellers didn’t invest with a bank or brokerage. They hired the best talent they could find, assembled their own Financial Team, and paid the Team a fee to represent the family’s best interests. Their financial advisors didn't work for an institution, they worked for the family!

In 1994, the founder of FirsTrust had a vision of providing this Family Office style of competence and objectivity to clients of all sizes without the Wall Street profit margins; without being handcuffed to an employer's "platform" of investment choices; and without compromising our objectivity with commissions, sales incentives or competing agendas.

Today, our independent technologies allow FirsTrust Advisors to objectively shop & compare financial opportunities on a wholesale basis - across the globe and from multiple institutional platforms - to find solutions that serve our clients’ best interests.

We don't work for a financial institution. We work directly for our clients; and our only financial incentive is to help them achieve their goals.

There's an unlimited supply of financial products and brokers who are eager to sell them. What people need is unbiased guidance in making the most appropriate financial decisions.

Avoid Conflicts of Interest

We believe truly objective financial advice can only come from someone who doesn't sell investments.

A Reputation of Trust

We believe a trustworthy financial advisor should be able to offer references from satisfied clients as well as local CPAs and attorneys who are willing to affirm the advisor's sound reputation.

Consumer Advocacy

We believe someone who claims to serve your best interests as a "fiduciary" should never accept financial incentives from third parties.

True Independence

We believe a truly "independent advisor" should be free to search the globe for investment vehicles by eliminating the unnecessary retail bank and brokerage middlemen.

A Team of Specialists

We believe nobody is an expert in everything, and a genuine depth of financial expertise can only be provided by an expert Financial Team.

Fee-Only Services

We believe a fee-paid professional has an incentive to focus on your success, while a commission-paid professional has an incentive to go find his next sale.

Toll Free: +1 800 585 9888

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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