First Security Financial Wealth Manager, Inc.

Overview

First Security Financial Wealth Manager, Inc. is a corporation owned by an individual that positions itself as an advisory firm and capital allocator. Its stated advisory activities include financial planning, pension consulting services, selection of other advisers, and delivery of educational seminars and workshops. The firm reports a fee model built around fixed fees (and other unspecified fee arrangements) and lists an affiliation with an insurance company. Regulatory and operational flags in the snapshot indicate the firm is not an active ESG investor, does not operate as a multistate adviser, and is not newly formed. The firm identifies itself as a capital allocator, which is consistent with its use of external managers for certain allocations.

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Location & Offices