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ClientFirst Wealth, Legacy & Estate Planning

Little Rock, United States (US) · Finance and Banking

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Verified by Enterprise League

Data quality

Complete · Accuracy

Last verified

May 2026

ClientFirst Wealth, Legacy & Estate Planning is a Finance and Banking company based in Little Rock, United States (US), with 2-10 employees. ClientFirst Wealth, Legacy & Estate Planning's profile is verified on Enterprise League.

Overview

ClientFirst Wealth, Legacy & Estate Planning is a nationally recognized, independent, fee-only registered investment advisor (RIA) and fiduciary based in Little Rock, Arkansas, specializing in comprehensive retirement planning and investment management for individuals and families. We help pre-retirees and retirees navigate the complexities of transitioning to a secure and fulfilling retirement, offering customized financial strategies built on decades of experience and a commitment to serving our clients’ best interests. Unlike many advisors, we operate without commissions or sales incentives, ensuring our focus remains solely on your long-term financial well-being. We provide personalized financial planning, investment management, and tax-efficient income solutions, helping clients build sustainable retirement strategies and achieve their financial goals. With over $300 million in assets under management and a team of experienced professionals, ClientFirst Wealth is dedicated to providing peace of mind and empowering you to confidently embrace your retirement journey. We are committed to upholding the fiduciary standard, prioritizing your needs above all else.

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Contact Details

+1(501) 603-0406
info@clientfirstwm.com

Little Rock, United States (US), 1501 N University Ave

Company Type

Private Limited Company

Employees

2-10

Keywords

#wealth management

#financial advisor

#investment advisor

#investment management

#financial planning

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