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Whether it’s changing investment strategies, managing wealth or administering an estate, we have the team to guide you.

First Independent’s Wealth Management group is a comprehensive financial resource for people who have the means and the desire to manage their wealth. Our clients expect attentive, personal service and knowledgeable advice…and they get it. Our Wealth Management professionals have exceptional experience and are not motivated by commissions. Their only responsibility is you.

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Services Include:

  • First Independent Financial Advisors – investments, insurance, financial and retirement planning
  • Trust & Investment Services – estate planning, trusts, investment counseling and investment management
  • Private Banking – interest checking, Visa® Platinum Card, personalized banking and customized lending packages

Contact First Independent Wealth Management to learn more.
SW Washington 360.699.4221 | 800.819.6473
Portland 503.224.0102

 

/upload/titles/shared_firstlinks105.gif Estate Planning Retirement Planning Banking & Credit Services Trust & Investment Services Investment Services First Independent Financial Advisors Firstenburg Family Office 2008 Market Outlook Q1 2008 Quarterly Commentary
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Life Stages

You should have an honorary degree in juggling. Kids. Home. Work. Dance practice. Promotion. Saving for college. Family time. Wait, what happened to me time? MORE

Find your Financial Lilfestyle Stage.

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Prevent Identity Theft

Identity FirstDo not carry your Social Security card in your wallet. Avoid carrying cards that display your SSN — notably health insurance cards, unless needed to receive care. Never give your SSN, credit card number, or other personal data by phone unless you have an existing relationship with the business or agency AND you initiated the call using a verified phone number. Always verify the other party's authenticity.

Tools You Can Use

We’ve compiled books, websites, magazines, articles and more to help you manage your finances, your business and your life.
Check it out.

Copyright 2008, First Independent Bank  |  Member FDIC  |    Equal Housing Lender Privacy Policy

* PRIMEVEST Financial Services, Inc. is an independent, registered broker/dealer and registered investment adviser. Member SIPC/FINRA. Securities and insurance products offered by PRIMEVEST: * Not FDIC insured * May go down in value * Not financial institution guaranteed * Not a deposit * Not insured by any federal government agency. Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate PRIMEVEST Advisory Services Agreement and disclosure brochure as provided.

View PRIMEVEST privacy policy and other important information.

Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.