Client First
Personalized Strategies
Experienced Financial Advisors
What We Do
Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.
Financial Planning
Wealth Management
Risk Management
Estate Planning Strategies
Who We Serve
Individuals
As your life evolves, so will your goals. We'll be there with you, helping you shift your strategy, update your portfolio, and leverage the right products to make smart choices for every chapter of your life.
Businesses
Being a business owner is more than just a job. You have many roles and responsibilities and each one is important. We delve into your business before create an approach or strategy.
If you believe you could benefit from working with a financial professional, let us review your goals and get started with building a plan that works for you.
Our Technology
At The Manchester Group, our risk first approach sets us apart by providing a holistic strategy for managing risk while uncovering new opportunities. Coupled with Asset-Map, we offer a comprehensive financial overview that visualizes all household elements on a single page, delivering quick, needs-based analysis. This empowers you to assess your progress toward key goals—like loss of life, disability, long-term care, education, and retirement—guided by a financial professional who understands your priorities.
Asset Map
We use Asset Map is an engagement tool that allows your financial planning professional insight into your current financial situation.
Riskalyze
We utilize the industry's leading risk tolerance platform, trusted by tens of thousands of financial planning professionals.
Who We Are
The Manchester Group of Firstrust Financial Resources is a full-service wealth management firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners and are dedicated to helping you identify your goals and make sound decisions to help you successfully reach them.
1Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.