Are You Hearing The
Right Questions?
It takes real experience to ask the kind of
questions that create better answers.
Wealth is about more than money. It’s about life, family and
choices. At First Citizens Wealth Management, we manage over
$25 billion in wealth assets. More importantly, we bring our clients
special insight that comes from being one of America’s largest
family-controlled financial companies. We know the questions to
ask you . . . and we know how to make the most of your answers.

Your investments in securities, annuities and insurance are not insured by the FDIC or any
other federal government agency and may lose value. They are not a deposit or other
obligation of, or guaranteed by any bank or bank affiliate and are subject to investment
risks, including possible loss of the principal amount invested. Past performance does not
guarantee future results.
First Citizens Wealth Management is a registered trademark of First Citizens BancShares,
Inc. First Citizens Wealth Management products and services are offered by FirstCitizens Bank & Trust Company, Member FDIC; First Citizens Investor Services, Inc.,
Member FINRA/SIPC, an SEC-registered broker-dealer and investment advisor; and First
Citizens Asset Management, Inc., an SEC-registered investment advisor.
Brokerage and investment advisory services are offered through First Citizens Investor
Services, Inc., Member FINRA/SIPC. First Citizens Asset Management, Inc. provides
investment advisory services.
Bank deposit products are offered by First Citizens Bank, Member FDIC.