Investment Services

Your Local Investment Advisory

Take advantage of the same level of expertise as a long-standing investment advisory firm while benefitting from the personalized service of a community bank when you work with First Trust & Wealth Management, a Division of First Bank and Trust Company, for investment services. We are committed to aligning our financial advisory services to your personal investment goals and providing you with the resources and tools you need to make wise investment choices.

Expand Your Portfolio

Investment Management Services

Our Wealth Advisors have the knowledge and experience to design and oversee an investment portfolio that suits your financial needs. We'll help you craft a personalized investment plan, minimize risks, and consider strategic investments for long-term growth and income generation.

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Buy & Sell Investments

Brokerage Services

Our brokerage services provide you with the essential tools and insights needed to make informed investment decisions. There's a distinct advantage in choosing a local, experienced brokerage company. You can guarantee we'll put you first as we work to build prosperous communities.

Qualified Fiduciary Financial Advisors

Not all financial advisors are considered fiduciaries. Your First Trust & Wealth Management Advisors have a legal obligation to provide experienced, professional investment advisory that is impartial and prioritizes your individual investment goals.

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Financial Protection

*Securities offered through OSAIC INSTITUTIONS, INC. Member FINRA / SIPC. Osaic Institutions and the bank are not affiliated.

**Investments in the capital markets are not FDIC insured and involve risk of principle.

NOT A DEPOSIT. NOT FDIC-INSURED. NOT INSURED BY ANY FEDERAL GOVERMENT AGENCY. NOT GUARANTEED BY THE BANK. MAY GO DOWN IN VALUE.

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