Back row: Gregory Risinger, Ryan Gripper, Clay Henry, Daniel Smith, Pat Mueller, Cole Benoit, Adam Davis, Zach Callahan, Ben Ingram Front row: Tripp Brunson, Lauren Greene, Monica Wilson, Natosha Drews, Ashby Carlisle Simmons, Latoya Elliott, Rob Strickland, Rachel Summerton

Your finances are personal. Your financial strategy should be too. At First Citizens Wealth, we never lose sight of the things that matter to you. Your family. Your business. Your future. Your well-being and security. Your legacy. We’re here to help you live the life you’ve worked so hard to achieve.

First Citizens has been helping our clients manage wealth through economic shifts and changes since 1898. We were built on timeless values and as careful stewards for our clients’ wealth, apply those same core values that have guided our firm for more than a century. Today we’ve more than $50 billion in assets under our care.

First Citizens Wealth can help you manage the present and plan for the future, offering personalized services and the resources you need to grow, manage, and preserve your wealth.

Expanding Your Wealth

Your financial success begins with a well-rounded, effective strategy designed to meet and surpass your goals.

Preserving Your Wealth

Earning your wealth is the first step. Now put safeguards in place to protect the assets you’ve worked hard to create for yourself and your family.

Transitioning Your Wealth

Put a plan in place to pass the fruits of your labor onto your loved ones and know that your legacy will be protected according to your wishes.

First Citizens Wealth offices are located on the second floor of the historic Brennen Building on Main Street. For more information about us or to schedule an appointment with a member of the team, call 803.931.1183 or visit FirstCitizens.com/Wealth.

Your investments in securities and insurance products and services are not insured by the FDIC or any other federal government agency and may lose value. They are not deposits or other obligations of, or guaranteed by any bank or bank affiliate and are subject to investment risks, including possible loss of the principal amounts invested. First Citizens Wealth™ products and services are offered by: First-Citizens Bank & Trust Company, Member FDIC; First Citizens Investor Services, Inc., Member FINRA/SIPC, an SEC-registered broker/dealer and investment adviser, and a licensed insurance agency; First Citizens Asset Management, Inc. and SVB Wealth LLC, SEC-registered investment advisers.