Reach Your Goals & Rest Easy

Take charge of your financial future
Planning for the future can be daunting, but the investment advisors at First Wealth & Trust can help give you the confidence and advice you need to succeed.

Part of the First National Bank of Mount Dora, we have a 60-year track record helping clients reach their goals, and we can help you do the same.
 
What does that mean for you?
We can help you reach your goals with as little risk as possible.
Whether you need to update your will, protect wealth through trusts or estate planning, develop an investment or savings program, or start planning for retirement, we can help. We offer a unique combination of superior investment management and comprehensive financial services, including tax and financial planning.
You’ll enjoy the over-the-top service you’d expect from a community bank.
Many investment advisors claim to provide top-notch service, but the First Wealth & Trust team lives it. Every day. And we take our fiduciary responsibility seriously, giving you straightforward advice with a personal touch.
You’ll benefit from a successful track record.
In 1965, the First National Bank of Mount Dora was the first community bank to feature an onsite investment advisor. Today, our local team of investment advisors still provides the highest level of expertise, and we're bringing it all to Winter Garden.
 
How can we help you?
 
Asset Allocation
How your money is spread among different kinds of investments has a major impact on returns. We help you choose an allocation to meet your goals.
 
ESTATE PLANNING
Our experts can help you optimize taxes, set up trusts and plan for business succession and philanthropic giving.
 
FINANCIAL PLANNING
There's no one-size-fits-all solution to achieving your financial goals. Our financial planners take the time to understand you and suggest ways to reach your goals.
Learn More & Download Brochure
 
From Our Investment Team
 
How to Choose the Right Advisor
Selecting a financial advisor is one of the most important decisions you can make for your family’s long-term wealth and legacy. What sets one advisor apart from another?
 
Do You Need a Will or a Trust?
At some point, most people ask the same question: “Do I need a will, a trust, or both?” It’s a smart question. And the answer depends on your goals and assets.
 
Smart Tax Strategies to Protect Wealth
We regularly advise clients in the Winter Garden area who are looking to grow their wealth and keep more of it. Here are a few foundational strategies.
More Tips
 
Why Choose Investment Advisors At First Wealth & Trust?
First-class, responsive service that sets us apart.
Dedicated team members averaging 25 years of experience each.
Customized investment plans to meet your needs through all stages of life.
Reduced risk through consistent, detailed attention.
Certified professionals including CTFA, CFA, CPA, CFP, and more.
Expertise in trust administration, tax compliance, legal and regulatory updates.
A track record of proven results for more than 60 years.
 
Many investment firms provide cookie-cutter-type programs, but we deliver tailored programs that help clients meet their goals with as little risk as possible. We also insource our investment management rather than outsource it, allowing a more personalized approach that clients appreciate.
- John Pease IV, President
Let’s start planning your future today
Contact us for a free assessment.
352-385-2121
504 Plant Street,
Winter Garden, FL 34787