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From stocks and bonds to college planning—our financial advisors can help make sense of your options.

Wealth management, simplified.

With all the investment options out there, it’s easy to get overwhelmed. First State Wealth Advisors can help you sort through the hype and make thoughtful decisions about where to invest your money based on your unique needs and goals. Our investment advisors have helped hundreds of clients build wealth and prioritize their financial goals. We look forward to doing the same for you.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Institution Plain English Disclosure

What we offer:

  • Financial Planning
  • Retirement Planning
  • Estate Planning
  • Tax Planning
  • College Funding
  • 401(k) distribution education
  • Mutual Funds
  • Stocks
  • Bonds
  • Exchange Traded Funds (ETFs)
  • Unit Investment Trusts (UITs)
  • Fixed, Variable, and Index Annuities
  • Life Insurance

Map out your financial future. Start today.

  • Meet the Team

Disclosures

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products offered through LPL Financial or its licensed affiliates. First State Bank of St. Charles and First State Wealth Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using First State Wealth Advisors, and may also be employees of First State Bank of St. Charles. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of First State Bank of St. Charles or the First State Wealth Advisors. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: <AK, AL, AR, AZ, CA, CO, FL, IA, ID, IL, IN, KS, KY, LA, MD, ME, MN, MO, MS, NE, NJ, NM, NV, NY, OH, OK, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY> Securities and insurance offered through LPL or its affiliates are:

*Not Insured by FDIC or Any Other Government AgencyNot First State Bank of St. Charles GuaranteedNot First State Bank of St. Charles Deposits or ObligationsMay Lose Value
Non-deposit products: Are not FDIC insured; Are not deposits; May lose value.