2026
Member Since
Banking
ADAM
PYLE
Get to know us
At First Citizens Wealth, we’ve been helping clients plan for the future for over 125 years. It’s a heritage that shapes the service we offer and the values that guide us. Every day, we provide advice and solutions that empower our clients to plan for their dreams and safeguard the future for themselves and their loved ones.
When you work with us, it begins with a consultative conversation. Our goal is to fully understand what you want for the future for you and your family, as well as your concerns. Based on those discussions, we create a comprehensive, personalized plan for you that includes our best thinking on strategies to fit your needs and to help you avoid potential pitfalls along the way. Our experienced team of financial professionals is committed to helping you understand your options and leverage all resources and expertise at our disposal.
Regardless of where you are in your financial journey, our team helps you build a comprehensive and customized plan – so you can make more informed and effective decisions about your money.
How we support your unique vision.
First Citizens prides itself on strength, stability, and consistency. In delivering customized advice, tailored strategies, and personal attention, we can help you:
- Create and execute a comprehensive plan to address your financial goals;
- Integrate your personal financial plan with your long-term strategic plan if you own a business;
- Structure debt so you are strategically leveraging your credit and assets;
- Determine the best ways to help establish security for you and your family now and in the future;
- Evaluate your options to help protect your assets;
- Understand strategies to ensure your intentions are fulfilled in your estate plan;
- Coordinate with your tax and legal professionals so your planning is consistent.
Focus Areas
Licenses & Registrations
FINRA Series 63 – Uniform Securities Agent State Law Exam
FINRA Series 65 – Uniform Investment Adviser Law Exam
Education
222 2nd Street, 18th Floor San Francisco, CA 94105
(919) 986-3672