Working Together, Every Step Of The Way
First National 1870 offers comprehensive private wealth solutions, including banking, personal trust and fiduciary services, insurance solutions1, and specialized services for businesses, nonprofit organizations, foundations, and endowments. Clients also have access to expanded wealth planning, investment management, and philanthropic advisory services through FirstSun Advisors2, providing a more comprehensive approach to managing, preserving, and transferring wealth.
Financial planning is the cornerstone of our process, helping clients navigate key financial transitions throughout the stages of wealth accumulation, retirement, asset utilization, and wealth transfer. This is complemented by a disciplined investment management approach designed to align portfolios with both short- and long-term objectives.
Our team approach results in a customized wealth management strategy tailored to your unique needs. Your private banker or wealth advisor who knows you best will bring together additional specialists from across First National 1870 and FirstSun Advisors to ensure every aspect of your financial life is coordinated and addressed. We are dedicated to helping you achieve your goals with personalized guidance and comprehensive solutions.
Our Services
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Private Banking
Our private banking services deliver an elevated experience shaped around your specific financial needs.
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Wealth Planning
We help maximize your investments by building a customized and strategic financial plan.
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Investment Management
As a fiduciary, our investment management principles focus on serving your best interests.
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Trust and Fiduciary
Our Trust professionals administer trusts with a high level of customer service, objectivity, and regulatory oversight.
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Philanthropy
We help individuals, families, and organizations develop charitable strategies that align with our values.
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Insurance
We help evaluate your needs and identify strategies designed to support wealth preservation, legacy planning, business continuity, and risk management objectives.
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Check Out Our Calculators
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1Insurance products are offered through Sunflower Insurance Solutions Inc., a wholly owned subsidiary of Sunflower Bank, N.A. Insurance products are not products of the bank, not a deposit, not FDIC insured, may be subject to investment risk, including possible loss of value. Securities offered through Integrity Alliance, LLC, Member SIPC. Integrity Wealth is a marketing name for Integrity Alliance, LLC. Sunflower Bank, N.A. is not affiliated with Integrity Wealth.
Integrity Form CRS | Check the background of this firm on FINRA's BrokerCheck.
2 Investment advisory services are offered through FirstSun Advisors, an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Investments and insurance products are not FDIC-insured, are not a deposit or other obligation of, or guaranteed by the bank or an affiliate of the bank, are not insured by any federal government agency and are subject to investment risks, including possible loss of the principal amount invested. FirstSun Advisors is a wholly owned subsidiary of FirstSun Capital Bancorp.