Partnering To Better Serve Our Clients

First State Investment Advisors logo and Credent Wealth Management logo

Since the inception of First State Investment Advisors in 1971, clients have entrusted us as stewards of their investments and financial needs. It’s a commitment we have never taken lightly, based on a tradition of personal service and consistent expertise.

It’s with that same care that First State Investment Advisors has joined Credent Wealth Management.

The shared principles and values of the two companies will continue to benefit clients, and the expanded team of professionals will offer new opportunities.

The potential benefits for clients include:

  • Enhanced tax management strategies to lower the total cost of investing
  • Comprehensive financial planning to help you achieve your goals
  • Performance data verified and audited by an independent third party
  • A Unified Managed Account platform, allowing the ability to construct, manage, and pivot investment strategies in a quick, decisive, and client-centric approach
  • Access to exciting new technologies, solutions, and resources to better serve you 

If you have any questions, please reach out to our team. We appreciate the trust you have placed in us and look forward to partnering with you for many years to come!