Resource Center
Fee-Only Fiduciary Wealth Management in Florida
Your Trust Isn't Given.
It's Earned.
Since 1995, FirsTrust has served families whose wealth requires more than management. It requires coordination, foresight, and a team that has earned the right to advise at this level. Independent. Fee-only. Accountable only to you.
FirsTrust at a Glance
- 100%
Independent and Fee-only
- 1995
Earning Trust Since
- 97%
Client Retention Rate
- 32+
Average Years of Advisor Experience
Disclaimer
Client retention rate for calendar year 2025. Calculated as (client households at year end minus new clients acquired during the year) divided by clients at year start. Last updated 2/7/2026.
As Featured In
We answer questions like:
Is my plan actually built to last?
For
What We Do
Coordinated wealth management across every discipline your family needs.
Tax planning for complex wealth must be ongoing, not annual. We run multi-year projections connecting income, investments, retirement, and estate planning, then coordinate execution timing with your CPA. Every decision accounts for what's ahead, and the plan adapts as markets, laws, and life change.
Learn more about Tax PlanningYour portfolio is governed by a custom Investment Policy Statement built by a Chartered Financial Analyst around your goals and risk capacity. Your investment advisor executes within that framework, coordinating loss harvesting, asset location, and cost control directly with your CPA.
Learn more about Investment ManagementEstate plans break down when documents and real-world implementation drift apart. We keep titling, beneficiaries, and trust funding consistent across accounts and entities. For families with advanced complexity, we align dynasty trust and generation-skipping strategies with your investment and tax plan.
Learn more about Trust & EstateRetirement at this level is about dependable after-tax cash flow and preserving flexibility. We coordinate withdrawal sequencing, required distributions, and Social Security timing so distributions, conversions, and portfolio decisions work together. The income plan aligns with your estate strategy.
Learn more about Retirement Income StrategyA dedicated team of specialists coordinating your family's planning, investments, tax strategy, and estate implementation with the discipline of a private family office. The depth and cadence your level of wealth requires.
Learn more about Family OfficeTax Planning
Tax planning for complex wealth must be ongoing, not annual. We run multi-year projections connecting income, investments, retirement, and estate planning, then coordinate execution timing with your CPA. Every decision accounts for what's ahead, and the plan adapts as markets, laws, and life change.
Learn more about Tax PlanningInvestment Management
Your portfolio is governed by a custom Investment Policy Statement built by a Chartered Financial Analyst around your goals and risk capacity. Your investment advisor executes within that framework, coordinating loss harvesting, asset location, and cost control directly with your CPA.
Learn more about Investment ManagementTrust & Estate
Estate plans break down when documents and real-world implementation drift apart. We keep titling, beneficiaries, and trust funding consistent across accounts and entities. For families with advanced complexity, we align dynasty trust and generation-skipping strategies with your investment and tax plan.
Learn more about Trust & EstateRetirement Income Strategy
Retirement at this level is about dependable after-tax cash flow and preserving flexibility. We coordinate withdrawal sequencing, required distributions, and Social Security timing so distributions, conversions, and portfolio decisions work together. The income plan aligns with your estate strategy.
Learn more about Retirement Income StrategyFamily Office
A dedicated team of specialists coordinating your family's planning, investments, tax strategy, and estate implementation with the discipline of a private family office. The depth and cadence your level of wealth requires.
Learn more about Family Office
Adi Dassler — Founder of Adidas
FirsTrust served as independent advisors to the Dassler family, founders of Adidas. We are not affiliated with the publicly traded company, Adidas, Adidas AG or its subsidiaries.
Case Study
Designing a Multigenerational Family Office
In 2014, the Dassler family chose FirsTrust to build a private Family Office with global investment access and independent oversight. The Adidas legacy wealth for three generations was later managed through the Adi Dassler Family Office, engineered by the “good thinkers” at FirsTrust.
If your wealth has outgrown ordinary advice, we should talk.
Articles, Insights & More
From our team and the institutional leaders we sit across from
Firm News & Updates
Brent Sullivan of The Tax Alpha Insider on the Investors First Podcast
Read more: Brent Sullivan of The Tax Alpha Insider on the Investors First Podcast
Firm News & Updates
Joe Davis of Vanguard on the Investors First Podcast: AI, Index Investing, and What Comes Next
Read more: Joe Davis of Vanguard on the Investors First Podcast: AI, Index Investing, and What Comes Next
Firm News & Updates
Rick Rieder of BlackRock on the Investors First Podcast: Fixed Income, Risk Management, and the 2026 Market Outlook
Read more: Rick Rieder of BlackRock on the Investors First Podcast: Fixed Income, Risk Management, and the 2026 Market OutlookChartered, Registered & Certified
