Skip to main content
_FB_2018-Icons-finalized-cleaned-up_new_FB_2018-Icons-finalized-cleaned-up_newGroup 9
Back
Scroll to top

Wealth Services

Building a winning strategy around your present and future goals.
Mother and daughter looking out a window

Successful life and business goals begin with a plan.

Discover how a partnership with the FB Wealth Management team and Infinex can create a financial road map strategically tailored to help you achieve your goals for today, tomorrow and into retirement.
Perfect for you if:
  • You are planning for retirement.
  • You are looking for ways to invest.
  • You want financial protection for you and your family.

Asset Management Services

Wealth management incorporates financial planning, investment portfolio management and a number of aggregated financial services. An ongoing relationship with a financial advisor will provide you with the management you need and the level of control you want.

Mutual Funds, Stocks and Bonds

Select from a variety of investment products, including mutual funds, stocks and bonds, to build a diversified portfolio and reach your goals. Our experts are available to provide you with clear, reliable help to guide your investing decisions.


Fixed, Variable and Indexed Annuities

Annuities are retirement products that may be used to help you increase and protect your savings or generate a stream of income. Select from our assortment of fixed, variable and indexed annuity products.

401K, IRA and IRA Rollovers

401K and IRA accounts allow you to save for retirement with tax-free growth or on a tax-deferred basis. Each account has different advantages, and our experts can help you decide which investment is right for you.


Key Person Insurance

Protect your assets with an insurance policy that compensates a business for financial losses that would arise from the death or extended incapacity of an important member of the company. Let us guide you through the business succession and protection process.

Life and Long Term Care Insurance

Life insurance can help manage the risk of financial loss by replacing income, protecting assets, and playing a key role in estate planning. Long-term care insurance includes a range of nursing, social, and rehab services for people who need ongoing assistance. Explore coverage >


Buy Sell Agreements

A buy-sell agreement is a contract that provides for the future sale of your business interest or for your purchase of a co-owner’s interest in the business. Protect your interests with solutions from First Bank.

Personal and Business Retirement Plans

Our personal and business retirement plans can help you or your company to achieve personal and/or business goals while minimizing risk and tax liability. FB Wealth offers a full range of retirement planning tools combined with friendly and knowledgeable experts.


Trust and Estate Services

Estate planning can be a complex process. Our accounts can help you streamline the process of consolidating assets, buying and selling securities, managing cash flow to cover expenses and pay taxes.

Ready to get started?
Let’s Plan
Together
At FB Wealth Management, we understand that managing wealth successfully requires a different set of tools than the hard work and patience it takes to acquire that wealth. We have the depth of experience that helps ensure that your assets don’t just endure but grow and work for you to fulfill your specific long-term goals.
Connect with FB Wealth Management
Have questions? Contact us today for more information.

Securities and insurance products are offered through INFINEX INVESTMENTS INC., Member FINRA/SIPC. INFINEX INVESTMENTS INC. and FB Wealth Management, a division of First Bank, are affiliated entities. We do not provide tax advice. Consult your tax advisor.

Broker Check Logo

Trending Topics

What is the Best Bank for Small Business?

If you own or plan to own a small business, you might be asking yourself, “What is the best bank for a small business?” With our history founded on the values of small business and by providing many banking...

Looking for Banks With Mobile Deposit in Salisbury, NC?

No need to worry about making it to the bank before the doors close to deposit a check. If you have a bank with easy mobile deposit services such as First Bank in Salisbury, North Carolina, you can make the deposit from...

Small Business Line of Credit

Obtaining a line of credit for your small business can help your entrepreneurial spirit take the company to the next level. This line of credit can be a more affordable option than a business loan because you only pay...

Open a Banking Account Online at First Bank

The ability to manage bank accounts online has provided us with financial freedom like never before. Consumers may now make payments, transfer funds or make deposits straight from a computer or mobile device. At First...

Learn How Much You Should Be Saving Each Year

Wondering how much you should be saving each year? Many specialists believe in the 50/20/30 budget: 50% is spent on necessary expenses (e.g. credit card bills, rent), 20% of your income is put into savings, and 30% is left...

Get a Convenient Student Checking Account Today

Wondering where to get a student checking account? At First Bank, we know that the last thing students need to worry about as they continue their education is managing their money alone. With our Campus Checking account,...

Find New Business Loan Options in Asheboro, NC

If you’re looking for a new business loan in Asheboro, NC, you’ve got options. First Bank offers a wide selection of loans to help business owners succeed in the competitive market. Whether you’re looking for a...

Small Business Loans for Women – High Point, NC

First Bank has small business loans for women who want to open a business in the High Point, NC, area. This metropolitan area currently sits at 66th on Forbes list of Best Places for Business and Careers in the nation. Our...

Best Savings Account Rates in Albemarle, NC

The Simple Dollar lists 100 Great Tips for Saving Money for Those Just Getting Started. At the top of the list? Finding the best savings account rates. In Albemarle, NC, First Bank has two locations with highly competitive...

What Are Mobile Merchant Services?

If you own a business, you know how essential technology is to making it run smoothly. You may have even asked the question, “What are mobile merchant services?” Read more to figure out what mobile merchant services are...