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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 12pm

First Wealth Financial Group

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United States
Clinton, IA
First Wealth Financial Group

“To be a good steward of that which is entrusted to us” - Securities offered through LPL Financial, member FINRA/SIPC.

For hyper links to FINRA and S**C, http://www.finra.org
http://www.sipc.org Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. Stratos Wealth Partners and First Wealth Financial Group are separate entities from LPL Financial.

• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financ

ial as to accuracy or completeness.

• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

08/10/2026

🌟 Intern Spotlight: Meet Nathan! 🌟

We're excited to introduce Nathan Martin, one of our outstanding interns this summer! 👋

Nathan is a Finance major at San Diego State University and will be entering his junior year this fall. 📚💼 Originally from San Diego, California 🌴, he enjoys spending his free time at the beach 🏖️ and on the golf course ⛳.

With aspirations of becoming a financial advisor or analyst, Nathan is passionate about helping others achieve their financial goals. His long-term dream is to open his own financial practice and make a lasting impact in the industry. 📈💡

We're thrilled to have Nathan as part of our team and look forward to watching him grow both professionally and personally. Join us in welcoming him! 👏🎉

08/08/2026

🚨 Is Your Emergency Fund Ready? 💰

Life is full of unexpected moments—car repairs, medical bills, home maintenance, or other surprise expenses. Having an emergency fund can help provide financial stability when the unexpected happens.

A good goal is to set aside three to six months of essential living expenses in an easily accessible savings account. If that feels overwhelming, remember that every dollar saved is a step in the right direction.

🌟 Start small.
💵 Save consistently.
🛡️ Build confidence for whatever life may bring.

An emergency fund isn't just about saving money—it's about creating peace of mind for you and your family.

If you'd like to discuss strategies to strengthen your overall financial plan, the team at First Wealth Financial Group is here to help.

08/07/2026

🎉 Thank You, Nathan, Connor & Braeden! 🎉

As summer comes to a close, we want to extend a heartfelt thank you to our amazing interns—Nathan, Connor, and Braeden—for all of their hard work and dedication this summer! 👏

Your positive attitudes, willingness to learn, and contributions to our team have made a lasting impact. We truly appreciate everything you've done to support First Wealth Financial Group, and it has been a pleasure having each of you with us. 💙

As you head back to school and begin your next chapter, we wish you nothing but success in your studies and future careers. 📚🎓 We know you'll do great things!

Thank you for being part of the First Wealth family this summer. We'll be cheering you on every step of the way! 🌟

Best of luck, Nathan, Connor, and Braeden! 🍀

08/06/2026

🎒📚 Back-to-School Season is Here! ✏️🍎

As students head back to the classroom, it's also a great time to strengthen your family's financial habits. Small, intentional choices today can help create a stronger financial future tomorrow.

Here are a few money tips to keep in mind this school year:
✅ Set a budget for school expenses
✅ Look for sales, coupons, and deals
✅ Save as a family and teach good money habits
✅ Focus on needs before wants
✅ Invest in education and your future

Financial success isn't about making one big decision—it's about building smart habits over time.

💬 What's the best money lesson you learned growing up? Share it in the comments! We'd love to hear the financial advice that has stuck with you over the years.

At First Wealth Financial Group, we're here to help you and your family build confidence in your financial future—one smart decision at a time.

08/03/2026

🍉☀️ Happy National Watermelon Day! ☀️🍉

There's nothing quite like enjoying a slice of fresh watermelon on a warm summer day! It's a reminder to slow down, spend time with family and friends, and enjoy life's simple moments. 🌞❤️

Just like a healthy financial plan, the best summers are built on preparation—so you can relax and enjoy the rewards of your hard work. 💙📈

Whether you're planning for retirement, saving for your next vacation, or working toward your financial goals, every step you take today helps create a brighter tomorrow.

🍉 Just for fun...
💬 Tell us in the comments: Do you prefer your watermelon 🍉 fresh, grilled, or blended into a refreshing drink? We'd love to hear your favorite way to enjoy this summer classic!

Wishing everyone a fun, relaxing, and refreshing National Watermelon Day! 🌞🍉

08/01/2026

🌟 August Goals 🌟

A new month is the perfect opportunity to refocus on what matters most.

Whether you're saving for retirement, building an emergency fund, paying down debt, or planning for your family's future, every goal starts with a single step.

💬 What's ONE financial goal you'd like to accomplish before the end of 2026?

Share your goal in the comments—we'd love to cheer you on! 👇

If you'd like help creating a plan to reach your financial goals, our team is always here to help.

07/31/2026

🚀 Financial Freedom July 🚀

Confidence Through Planning 🚀 - Financial freedom isn't about having more money than everyone else—it's about having confidence in your financial future and the flexibility to enjoy what matters most. 💙

A few questions to consider:

✅ Do you have a plan for your long-term goals?
✅ Are you prepared for unexpected expenses?
✅ Are your investments aligned with your objectives?
✅ Have you reviewed your financial strategy recently?

Taking time to evaluate where you are today can help you stay on track for tomorrow. 📈

Remember, financial freedom is a journey, not a destination. Every smart decision you make today can help create more opportunities for the future. 🌟

What is one financial goal you'd like to accomplish before the end of the year? 👇

07/30/2026

⛳ Golf Fundraiser Weather Update 🌦️

We are closely monitoring tomorrow's weather for the First Wealth / Speak Out Against Su***de Golf Fundraiser.

Valley Oaks Golf Course will make the decision around 10:00 AM tomorrow regarding whether the event will proceed as scheduled or be postponed.

If the event is postponed, we will contact all registered teams as soon as a decision is made.

Thank you for your patience and understanding. We appreciate everyone's support and look forward to a great day on the course! 💛💙⛳

07/30/2026

📢 Office Closure Notice ⛳💛

Our offices will be closed tomorrow, July 31st, as the First Wealth Financial Group team participates in and supports the First Wealth / Speak Out Against Su***de Golf Fundraiser.

This event is dedicated to raising awareness, supporting mental health, and honoring those impacted by su***de. We are grateful for the opportunity to come together with our community for such an important cause. 💛

We will resume normal business hours on Monday, August 3rd.

Thank you for your understanding and for supporting this meaningful event. Together, we can make a difference. 💙⛳

***de

07/27/2026

🌟 Employee Spotlight: Joe 🌟

Joe has been a valued part of the First Wealth Financial Group team since 2010! 💼

A graduate of Northern Illinois University, Joe earned his Bachelor of Science in Marketing and brings years of experience, dedication, and care to the clients he serves. He works closely with clients to develop investment and retirement options designed to fit their individual situations. 📈🤝

Joe splits his time between our Clinton office and his branch office in Morrison, helping clients across both communities work toward their financial goals. 🏢

Joe and his wife, Danielle, live in Morrison with their daughter, Ivy, and son, Drake. 👨‍👩‍👧‍👦

Outside of the office, Joe enjoys spending time with his family and playing golf. ⛳💙

We’re grateful for Joe’s continued dedication to our clients, team, and community! 👏

Address

1210 19th Avenue NW
Clinton, IA
52732

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 12pm

Website

https://firstwealthfinancialgroup.com/

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