Your greatest financial potential starts here.
Who We Are
First Wealth Financial Group is a comprehensive wealth management firm serving clients in Clinton, Iowa, and surrounding areas. Established in 1987, we have a long-standing track record of providing personalized financial planning and investment guidance to individuals and families. Our team of experienced professionals is dedicated to empowering clients to achieve their financial goals and navigate the complexities of the financial landscape.
Our Values
Integrity, transparency, and client-centeredness are the core values that drive our operations. We are committed to:
- Providing personalized and individualized attention to each client.
- Delivering clear and concise communication throughout the financial planning process.
- Offering innovative and tailored solutions to meet your unique financial needs.
- Maintaining the highest ethical standards and upholding industry regulations.
Our Services
First Wealth Financial Group offers a comprehensive range of services to meet your diverse financial needs, including:
- Investment Management: We create personalized investment portfolios tailored to your individual goals, risk tolerance, and financial situation.
- Retirement Planning: We guide you through the complexities of retirement planning, including maximizing your contributions, choosing the right investments, and planning your withdrawals in retirement.
- Tax Planning: We assist you in minimizing your tax burden and maximizing your financial efficiency.
- Estate Planning: We help you establish a comprehensive estate plan that ensures the transfer of your wealth according to your wishes.
- Financial Planning: We develop a personalized financial plan that considers your financial goals, risk tolerance, and current financial situation.
Our Commitment
First Wealth Financial Group is committed to providing exceptional client service and building long-lasting relationships with our clients. We are dedicated to:
- Providing transparent and clear communication.
- Offering proactive guidance and support.
- Regularly reviewing and adjusting your financial plan to ensure it remains aligned with your changing needs and goals.
Our Team
Our team of experienced professionals is highly skilled and dedicated to delivering exceptional client experiences. Get to know our team members and their qualifications on our website.

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