Selecting a financial advisor is one of the most important decisions you can make for your family’s long-term wealth and legacy. With so many options available in Central Florida, it’s essential to understand what sets one advisor apart from another.
At First Wealth & Trust in Winter Garden, our approach is rooted in fiduciary duty, personalized investment solutions, and deep professional expertise. Here’s what you should look for when choosing an advisor—and why these qualities matter.
1. Look for a Fiduciary Standard
A fiduciary financial advisor is legally bound to act in your best interest. Unlike some brokers who may earn commissions from selling specific products, fiduciary advisors must provide advice that aligns with your goals, not their own compensation.
This means when you work with First Wealth & Trust, you can have confidence that every recommendation is designed to protect and grow your wealth.
2. Demand Customized Investment Solutions
Many large firms limit clients to a specific family of funds. At First Wealth & Trust, we are not bound to a single fund family or product line. Instead, we consider the full universe of investment options—mutual funds, stocks, bonds, real estate, and private investments—to create a portfolio that’s truly customized.
Our focus is on building portfolios that balance growth opportunities with capital preservation, using both fundamental and quantitative research methods.
3. Prioritize Certified and Experienced Professionals
The right advisor should bring both expertise and credentials. The First Wealth & Trust Winter Garden team includes professionals with designations such as:
- CFA® (Chartered Financial Analyst)
- CFP® (Certified Financial Planner)
- CTFA® (Certified Trust & Fiduciary Advisor)
- CPA (Certified Public Accountant)
On average, our staff has more than 25 years of experience. Many of us have deep roots in Central Florida, giving us a unique understanding of the community we serve.
4. Expect a Comprehensive Approach
True wealth management is about more than picking investments. Your advisor should help you with:
- Estate planning: protecting your legacy and guiding charitable giving
- Retirement planning: ensuring your assets last through all stages of life
- Tax optimization: aligning investment decisions with your tax strategy
- Business succession planning: preparing for transitions smoothly
By choosing an advisor who sees the full picture, you’ll be better prepared for life’s changes and opportunities.
Why First Wealth & Trust?
At First Wealth & Trust, we combine the personalized attention of a local institution with the sophistication of a full-service investment and trust team. We insource our investment research instead of outsourcing it, which allows us to act faster and more decisively on behalf of our clients.
Our mission is simple: to preserve your capital, grow your wealth responsibly, and serve as a trusted partner for the future you want to build.
Choosing a financial advisor is about trust, transparency, and fit. By seeking out a fiduciary, expecting customized strategies, and ensuring your advisor is fully certified, you’ll set yourself up for long-term success.
If you’re in Winter Garden, Clermont, or the surrounding area, First Wealth & Trust is here to help you build a better tomorrow.
Trust and investment services are not FDIC insured, not deposits of the bank, not guaranteed by the bank, not insured by any government agency, and may lose value.