Trust in Us to be Your Invested and Connected Financial Partner.
At First State, we believe in a holistic approach to financial planning and investment management. Our mix of sophisticated technology, multi-faceted services and personal touch is what distinguishes us from the competition. We’ve handpicked a team of financial professionals, comprised of a Chartered Financial Analyst®, Certified Financial Planners™ and Certified Trust and Fiduciary Advisors to offer you a highly personal, disciplined and successful partnership through all of your life stages. We provide complete and comprehensive trust and wealth management services including: