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Wealth Management Group

Once you’ve worked with First American’s Wealth Management Group, we believe you wouldn’t want to do otherwise.

We work comprehensively with individuals, owners of privately held businesses, and their families . . . serving their needs with tailored services.

We aim to become your trusted partner — to help you craft your wealth management plan.

We aim to help you protect and grow your financial assets to accomplish meaningful things for yourself, your family, perhaps even your community or a favorite charitable organization.

Wealth Management Group works to help you…

Create and grow wealth

Protect and preserve wealth

Pass wealth to others during your lifetime

Distribute your financial assets wisely


Talk with a First American Wealth Management Group professional who will answer questions and help you develop and implement a strategy that reflects your financial goals.

 


Investment products are not FDIC insured, are not bank guaranteed, and may lose value. Securities offered through Ameritas Investment Corp. (AIC). Member NASD/SIPC. AIC and First American Wealth Management Group are not affiliated.

This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your registered representative. Read it carefully before you invest or send money. Securities products are limited to residents of Iowa.

A representative from First American Wealth Management Group will contact you to provide requested information.