Wealth Preservation

Protect what you’ve built

No matter the size of your portfolio, it's imperative to protect your legacy today and for future generations. We'll help you do just that with the right mix of planning and protection solutions tailored just for you to grow and preserve your wealth.

Retirement Planning

Whatever retirement means to you, we can work on a plan that helps you realize your retirement dreams.

Asset Protection

We'll help you protect your assets from unknown and unplanned risks through tools like asset allocation, insurance, estate planning techniques and more.

Insurance Solutions

Protect your loved ones and your financial stability with a unique insurance strategy created for you. We can help you protect the things that mean the most to you—including your family and lifestyle.

Tax Planning

We'll work with you and your tax professionals to understand and implement the most tax-efficient options for your situation.

How long will my retirement savings last?

MoneyGuidePro®

View your financial plan at a glance

Adjust goals to see different scenario outcomes

Collaborate with your financial partner

Explore MoneyGuidePro

MoneyGuidePro®

View your financial plan at a glance

MoneyGuidePro®

Adjust goals to see different scenario outcomes

MoneyGuidePro®

Collaborate with your financial partner

Explore MoneyGuidePro

Asset Management

Simplify your financial life

Our asset management solutions are customized for you and designed to streamline your financials.

Investment Management

Build an investment plan that lasts

We keep an eye on your long-term goals and avoid trends that come and go.

Royal First Bank Wealth Management utilizes MoneyGuidePro as its Financial Planning Tool. MoneyGuidePro and Play Zone® are registered trademarks of PIEtech℠. All screenshots are ©PIEtech℠. Reproduced with permission. All rights reserved.

Links to third-party websites may have a privacy policy different from Royal First Bank and may provide less security than this website. Royal First Bank and its affiliates are not responsible for the products, services and content on any third-party website.

Your investments in securities, annuities and insurance are not insured by the FDIC or any other federal government agency and may lose value. They are not a deposit or other obligation of, or guaranteed by any bank or bank affiliate and are subject to investment risks, including possible loss of the principal amount invested. Past performance does not guarantee future results.

Royal First Bank Wealth Management is a registered trademark of Royal First Bank BancShares, Inc. Royal First Bank Wealth Management products and services are offered by First-Citizens Bank & Trust Company, Member FDIC, Equal Housing Lender; Royal First Bank Investor Services, Inc., Member FINRA and SIPC, an SEC-registered broker-dealer and investment advisor; and Royal First Bank Asset Management, Inc., an SEC-registered investment advisor.

Brokerage and investment advisory services are offered through Royal First Bank Investor Services, Inc., Member FINRA and SIPC. Royal First Bank Asset Management, Inc. provides investment advisory services.

See more about Royal First Bank Investor Services, Inc. and our investment professionals at FINRA BrokerCheck.