First Wealth & Trust

First Wealth & Trust Financial planning, investment management, estate planning and trust administration.

Trust and investment services are not FDIC insured, not deposits of the bank, not guaranteed by the bank, not insured by any government agency, and may lose value.

09/08/2026

Have you ever heard the terms Revocable Trust and Irrevocable Trusts and wondered what exactly the difference is?

In this episode of Chimes & Dimes brought to you by First Wealth & Trust of Winter Garden, you will hear about the relationship between Trusts and Taxes and what that means for your financial plan. Plus, learn the basics of estate planning, what it means to have an estate and why estate planning is important.

Pete Baksh, CFA and Chief Investment Officer at First Wealth & Trust in Winter Garden is joined by Scott Michael, Partner, Business Advisor and CPA with Strombeck and Don Gervase, Owner of Provision Law PLLC to explore these topics.

Chimes & Dimes is happy to partner with The Hangry Bison - Winter Garden for the “Listen & Win” Giveaway. Visit chimesanddimes.com to enter to win a $100 gift card to The Hangry Bison. One gift card will be given away each month through October, 2026.

Chimes & Dimes was filmed on location at The Hangry Bison in historic downtown Winter Garden, Florida. The Hangry Bison is a create-your-own burger concept with a variety of proteins and is now known for its Bison burgers, craft cocktails, craft beer, and elaborate whiskey and bourbon selection.



The content provided is for informational purposes only and should not be construed as personalized investment advice, legal advice, or tax advice. Listening to this podcast does not create a fiduciary, advisory or client relationship. First Wealth & Trust is a fiduciary operating under the Florida banking regulations with the First National Bank of Mount Dora, N.A. and regulated by the Office of the Comptroller of Currency and not registered as an investment advisor with the U.S. Securities and Exchange Commission. Trust and investment services are not FDIC insured, not deposits of the bank, not guaranteed by the bank, not insured by any government agency and may lose value. The podcast discusses general financial concepts and may not be suitable for your specific situation. Always consult qualified professionals before making financial decisions.

09/08/2026

Market Monday is out! Here are the latest economic indicators, with insights from our investment team on how they may impact market performance for October 8, 2026.

We wish you a safe and relaxing holiday as we celebrate the hard work that strengthens our communities.Our Winter Garden...
09/07/2026

We wish you a safe and relaxing holiday as we celebrate the hard work that strengthens our communities.

Our Winter Garden office will be closed today, Monday, September 7, 2026, in observance of Labor Day. We look forward to serving you when we reopen on Tuesday.

Come with us behind the scenes during our recent Chimes & Dimes podcast filming with the crew from We Are Winter Garden ...
09/04/2026

Come with us behind the scenes during our recent Chimes & Dimes podcast filming with the crew from We Are Winter Garden and Imagine Marketing.

In episode 12 of Chimes & Dimes brought to you by First Wealth & Trust of Winter Garden, you will hear about the relationship between Trusts and Taxes and what that means for your financial plan. Plus, learn the basics of estate planning, what it means to have an estate and why estate planning is important.

Pete Baksh, CFA and Chief Investment Officer at First Wealth & Trust in Winter Garden is joined by Scott Michael, Partner, Business Advisor and CPA with Strombeck and Don Gervase, Owner of Provision Law PLLC to explore these topics.

Check out the new episode here: https://youtu.be/FPzA7gsQMxw?si=gQK_V6diNUGCY85W

Chimes & Dimes is happy to partner with The Hangry Bison for the “Listen & Win” Giveaway. Visit chimesanddimes.com to enter to win a $100 gift card to The Hangry Bison. One gift card will be given away each month through October, 2026.
Chimes & Dimes was filmed on location at The Hangry Bison in historic downtown Winter Garden, Florida. The Hangry Bison is a create-your-own burger concept with a variety of proteins and is now known for its Bison burgers, craft cocktails, craft beer, and elaborate whiskey and bourbon selection.

The content provided is for informational purposes only and should not be construed as personalized investment advice, legal advice, or tax advice. Listening to this podcast does not create a fiduciary, advisory or client relationship. First Wealth & Trust is a fiduciary operating under the Florida banking regulations with the First National Bank of Mount Dora, N.A. and regulated by the Office of the Comptroller of Currency and not registered as an investment advisor with the U.S. Securities and Exchange Commission. Trust and investment services are not FDIC insured, not deposits of the bank, not guaranteed by the bank, not insured by any government agency and may lose value. The podcast discusses general financial concepts and may not be suitable for your specific situation. Always consult qualified professionals before making financial decisions.

Our offices will be closed on Monday, September 7, 2026, in observance of Labor Day. Have a safe holiday and we look for...
09/04/2026

Our offices will be closed on Monday, September 7, 2026, in observance of Labor Day. Have a safe holiday and we look forward to serving you when we reopen on Tuesday.

Episode 12 of the Chimes & Dimes podcast is out! Trusts can be extremely beneficial when it comes to estate planning, bu...
09/03/2026

Episode 12 of the Chimes & Dimes podcast is out!

Trusts can be extremely beneficial when it comes to estate planning, but how do they affect your taxes? Join Pete Baksh, CFA; Scott Michael (Strombeck Consulting); and Don Gervase (Provision Law PLLC) for an in-depth look at the relationship between trusts and taxes.

Available wherever you get your podcasts. https://chimesanddimes.com/

09/02/2026

You may think estate planning only applies to the ultra-wealthy with multiple properties and a long list of assets, but it applies to just about everyone.

In this episode of Chimes & Dimes brought to you by First Wealth & Trust of Winter Garden, you will hear about the relationship between Trusts and Taxes and what that means for your financial plan. Plus, learn the basics of estate planning, what it means to have an estate and why estate planning is important.

Pete Baksh, CFA and Chief Investment Officer at First Wealth & Trust in Winter Garden is joined by Scott Michael, Partner, Business Advisor and CPA with Strombeck and Don Gervase, Owner of Provision Law PLLC to explore these topics.

Chimes & Dimes is happy to partner with The Hangry Bison - Winter Garden for the “Listen & Win” Giveaway. Visit chimesanddimes.com to enter to win a $100 gift card to The Hangry Bison. One gift card will be given away each month through October, 2026.

Chimes & Dimes was filmed on location at The Hangry Bison in historic downtown Winter Garden, Florida. The Hangry Bison is a create-your-own burger concept with a variety of proteins and is now known for its Bison burgers, craft cocktails, craft beer, and elaborate whiskey and bourbon selection.



The content provided is for informational purposes only and should not be construed as personalized investment advice, legal advice, or tax advice. Listening to this podcast does not create a fiduciary, advisory or client relationship. First Wealth & Trust is a fiduciary operating under the Florida banking regulations with the First National Bank of Mount Dora, N.A. and regulated by the Office of the Comptroller of Currency and not registered as an investment advisor with the U.S. Securities and Exchange Commission. Trust and investment services are not FDIC insured, not deposits of the bank, not guaranteed by the bank, not insured by any government agency and may lose value. The podcast discusses general financial concepts and may not be suitable for your specific situation. Always consult qualified professionals before making financial decisions.

New Episode is Live!What happens to your money, your home, and your family when you’re no longer here?In Episode 12 of C...
09/02/2026

New Episode is Live!

What happens to your money, your home, and your family when you’re no longer here?

In Episode 12 of Chimes & Dimes, we’re breaking down Trusts & Taxes, and why estate planning isn’t just something wealthy people need to worry about.

Pete Baksh, CFA and Chief Investment Officer at First Wealth & Trust in Winter Garden is joined by Scott Michael, Partner, Business Advisor and CPA with Strombeck and Don Gervase, Owner of Provision Law PLLC to explore these topics.

Check out the new episode here: https://youtu.be/FPzA7gsQMxw?si=gQK_V6diNUGCY85W

Chimes & Dimes is happy to partner with The Hangry Bison for the “Listen & Win” Giveaway. Visit chimesanddimes.com to enter to win a $100 gift card to The Hangry Bison. One gift card will be given away each month through October, 2026.
Chimes & Dimes was filmed on location at The Hangry Bison in historic downtown Winter Garden, Florida. The Hangry Bison is a create-your-own burger concept with a variety of proteins and is now known for its Bison burgers, craft cocktails, craft beer, and elaborate whiskey and bourbon selection.

The content provided is for informational purposes only and should not be construed as personalized investment advice, legal advice, or tax advice. Listening to this podcast does not create a fiduciary, advisory or client relationship. First Wealth & Trust is a fiduciary operating under the Florida banking regulations with the First National Bank of Mount Dora, N.A. and regulated by the Office of the Comptroller of Currency and not registered as an investment advisor with the U.S. Securities and Exchange Commission. Trust and investment services are not FDIC insured, not deposits of the bank, not guaranteed by the bank, not insured by any government agency and may lose value. The podcast discusses general financial concepts and may not be suitable for your specific situation. Always consult qualified professionals before making financial decisions.

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504 Plant Street
Winter Garden, FL
34787

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+13523852121

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