What does “wealth” mean to you?
At First State Wealth Management, we like to think of wealth as having the financial resources—the financial freedom—to pursue your plans and dreams. Whether you’re working toward retirement, saving for your children’s education, or planning your next adventure, we’ll work with you to develop an investment plan aligned with your wealth goals.
Helping you plan your financial future with confidence
When you choose First State Wealth Management, you benefit from the professional service and advice of a financial advisor who understands your goals and can help you:
- Pursue financial independence
- Protect your family from financial consequences due to death, disability, and long-term care
- Fund quality education for your children
- Strive toward a comfortable retirement
- Create a legacy for your heirs
- Contribute meaningfully to charities you believe in
First State Wealth Management Team
As a financial advisor, my role is to develop an investment plan aligned with your wealth goals.
Chad Backes, AIF®
Financial Advisor
- Jaclyn Pelky - Administrative Associate
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Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. First State Wealth Management is a trade name of the First State Bank. Osaic Institutions and First State Bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
| Not Guaranteed by the Bank | Not FDIC Insured | Not a Deposit | Not Insured by Any Federal Government Agency |
May Lose Value Including Loss of Principal
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