Wealth Management Investments

With First National Wealth Management, we focus on diversification, risk-adjusted returns and optimal portfolios.

Since 1929, our sole mission has been to help families pursue and achieve their financial goals. We manage $8 billion in assets with $25 billion under administration, allowing us to offer the expertise of a very large investment firm, but with the service and personalized attention of a boutique firm.

We use a team decision-making approach for investment strategies and employ 38 experienced investment professionals, 19 of whom hold the Chartered Financial Analyst® designation.

We want you to feel confident in our work as a fiduciary on your behalf. That’s why we offer fee-based services, rather than commission-based. This ensures your goals and objectives are aligned with ours. As your assets grow, we grow as well.

When it comes to building your portfolio, we consider your risk tolerance along with various strategies to ensure your investments are aligned with your goals.

ASSET ALLOCATION

We employ the following strategies for target weightings:

• Strategic: longer-term allocations based on client return goals and risk tolerance
• Tactical: shorter-term allocations to take advantage of opportunities or mitigate risks

WEALTH MANAGEMENT

Your Wealth Management team will make well-researched decisions based on your goals.

Contact one of our advisors about investment management services.