Jack Beattie

First Republic Private Wealth Management

At First Republic, we believe in customized solutions rather than a one size fits all approach. We develop wealth management strategies that address your complete financial picture. First Republic Private Wealth Management clients work with a single wealth advisor who coordinates a team of banking, investment management, trust and brokerage professionals who work together and with you to best address your unique situation. First Republic Private Wealth Management includes First Republic Trust Company; First Republic Trust Company of Delaware LLC; First Republic Investment Management Inc., an SEC Registered Investment Advisor; and First Republic Securities Company, LLC, Member FINRA / SIPC . Insurance agency services are provided through First Republic Securities Company, LLC, Member FINRA/SIPC, DBA Grand Eagle Insurance Services, LLC, CA Insurance License # 0I13184. INVESTMENT MANAGEMENT SERVICES: First Republic offers objective, individualized wealth management solutions. Our wealth managers deliver customized investment advice to individuals, companies, governmental entities and many nonprofit organizations. BROKERAGE SERVICES: Our professionals provide full-service and self-directed brokerage services, focused solely on developing strategies that are best for you. Our unique platform provides a full range of brokerage, trading and custody services. TRUST SERVICES: First Republic Trust Company and First Republic Trust Company of Delaware LLC take a hands-on, personalized approach to a variety of trust services, managing sensitive matters with expertise, objectivity and thoughtful decision-making. Investment, Insurance and Advisory Products and Services are Not FDIC Insured, Not Guaranteed, and May Lose Value.