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.

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.


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

Current Mortgage Rates 30-Year Fixed

Is now the right time to buy the house you have your heart set on? One important thing to consider is the current mortgage rate trends and whether a 30-year fixed-rate mortgage is a good fit for you. At First Bank, our...

Find New Business Loans Near Me

First Bank offers a generous and versatile array of options to find new business loans near you. We were recently named one of the best banks in North Carolina by Forbes.com, so you can expect professional and personal...

Bank Owned Homes – Find Bank Owned Homes for Sale in Your Area

If you’re in the market for a great deal on a home, a bank-owned home could be just the thing for you! With First Bank, you can easily search through a list of our bank-owned properties for sale. Bank-owned properties...

Small Business Payroll Services

If you’re like many small business owners, it’s likely that you wear many hats and are always on the go. From managing to accounting, there are multiple tasks you have to manage each day. Simplify your to-do list with...

Creating a Competitive Employee Benefits Plan

Employee benefits plans are an important part of any business owner’s company structure. Part of attracting and retaining talented employees is offering them a competitive benefits package. Some benefits are required by...

Highest Yield Savings Account – Asheboro, NC

For customers who do not need immediate access to their funds, a Certificate of Deposit, or CD, is one of the highest yield savings accounts offered at First Bank in Asheboro, NC. The Wall Street Journal defines CDs as...

Personal Loan Rates In Sanford, NC

If you live in Sanford, NC, and are looking for some of the best personal loan rates in the area, your local First Bank can help. We offer personal loans with flexible terms and highly competitive interest rates. Personal...

Compare Checking Accounts at North Carolina Banks

You’re likely already aware of the importance of performing a checking account comparison before making a final decision. It can be difficult to navigate the many options and select the account that offers the most...

Lowest Mortgage Rates High Point NC

Getting the lowest mortgage rate in High Point, North Carolina involves more than just shopping around. First, you need to know how to shop for the best rate. Shopping for Lowest Mortgage Rate in High Point, NC There are...

First Bank is One of the Top Banks in the U.S.A.

When searching for the top banks in the U.S., it is often smarter to work with a small community bank over a national bank. Small banks often have deeper connections to the community and are invested in the success of...