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Private Wealth Management

True wealth management with a personal touch

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A Tradition of Serving Our Clients

25+ years

Caring for our clients' wealth and well-being for over 25 years

$4.3 Billion in AUM

First Foundation Advisors is entrusted with over $4 billion in assets under management (as of 12/31/17)

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One team dedicated to serving all of your wealth and investment needs

Personalized Solutions Based on Your Needs

True wealth management begins with understanding the clients' needs across all aspects of their financial lives. That is what we aim to offer each and every client of First Foundation Advisors.
Rick Keller , Chairman

Why Partner with Us?

Our sophisticated platform of private wealth management allows us to deliver solutions typically only found at large financial institutions, but with the personal touch you would expect at a boutique firm.

PWM Team Photo
Private Wealth Management

Meet Our Team of Experts

We have assembled some of the best and the brightest in the industry. Our team has come together over the unifying belief that clients should not have to sacrifice service for sophistication.

2018 Tax Guide
2018 Tax Legislation

Do you wonder how your taxes will be affected by the new tax bill?

Get your 2018 Tax Guide today

Our Expertise

Insights on Managing Your Wealth

The Week Ahead – The Christmas Stocking
Andrew Chan, CAIA
Don’t Let Estate-Tax Uncertainty Disrupt Sound Legacy Planning
Crystal Ball Gazing
Louis Abel, CFA®, CAIA

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Disclosures

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Deposit and loan products offered by First Foundation Bank, Member FDIC and Equal Housing Lender.

Investment and Advisory Services provided by First Foundation Advisors, an SEC-Registered Investment Advisor. Trust Services and Insurance Services are offered through First Foundation Bank. First Foundation Insurance Services license number #0H38553.

Investment, Insurance, and Advisory Products and Services:

  • ARE NOT FDIC INSURED
  • ARE NOT BANK GUARANTEED
  • MAY LOSE VALUE
  • ARE NOT A DEPOSIT
  • ARE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY