Asset Management

Simplify your total financial life with a customized asset management solution

When it comes to your assets, our goal is simple—a long-lasting relationship built on a foundation of trust and performance.

Your financial needs can include everything from thinking about how to pay for college to making sure this month’s bills are paid. Whether you need checking services, credit options, insurance or investment services, we’ll help you focus on the big picture while making sure your day-to-day financial needs are taken care of, too.

We create asset management solutions that simplify your financial life and keep your money working. The best option could include a customized mix of products and services.

Regardless of your financial position, we can help develop the right combination of banking services and investments to meet your financial goals.

Get a customized asset management solution

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
Retirement Planning

Plan for the future of your dreams

We’ll help you reach your retirement goals through smart planning.
Learn more about retirement planning
Institutional Trust

Learn about our consultative services for your business needs

We’ll partner with you to help you reach your business goals.
Learn more about institutional trust

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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.

Bank deposit products are offered by Royal First Bank, Member FDIC.

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

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.

Insurance products are not insured by the FDIC or any federal government agency and are not a deposit or other obligation of, or guaranteed by, any bank or bank affiliate.

Insurance products offered in California are offered by Royal First Bank Investor Services, Inc., d.b.a. FCIS Insurance Solutions, Agency #6001908.