First Wealth

First Wealth is a financial planning firm for high net worth business owners, professionals, entrepreneurs, and retirees. We believe that financial planning is about more than growing wealth - it's about giving clients clarity, confidence, and control. It's about working with people to help them identify What Matters Most, and create a plan to get them there. We are a Certified B Corp and member of the Women in Finance Charter, so have a mission to use business for good.