Wealth Management

Investment Services

We know you have specific financial objectives in mind – like saving for retirement, opening a new business, or planning for college. Our investment services are here to turn your goals into reality. At FirstBank Southwest, we’re committed to preserving, protecting, and growing your wealth. We build relationships and put your needs first. Our collaborative approach helps to determine the best asset allocation for your risk and return expectations.

Individual Investment Accounts:

• Business and Non-Profit Investment Accounts
• Traditional and Roth IRA Accounts
• Rollovers from 401(k) to IRA Accounts

Investment offerings Include:

• Corporate and Municipal Bonds
• Equities
• Direct Managed Accounts
• Cash Equivalents (U.S. Treasuries, Money Market Funds, etc.)
• Asset Allocation Models

Our approach balances risk and return to offer both performance and peace of mind, plus we’re not paid based on commission – so we’re always working hard on your behalf.