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Craig Weitz( President )Craig Wietz, President of First Rate, has been an integral part of the company since 1995. In this role, he oversees all the business lines, the functions that develop and [...]

Craig Weitz( President )Craig Wietz, President of First Rate, has been an integral part of the company since 1995. In this role, he oversees all the business lines, the functions that develop and [...]

Craig Weitz( President )Craig Wietz, President of First Rate, has been an integral part of the company since 1995. In this role, he oversees all the business lines, the functions that develop and [...]

Craig Weitz( President )Craig Wietz, President of First Rate, has been an integral part of the company since 1995. In this role, he oversees all the business lines, the functions that develop and [...]

Here at First Rate, we believe in providing the best tools possible to help wealth advisors make the move to become Wealth Stewards. To do that, we’ve used our 25 years of experience in [...]

As a wealth manager, you face many obstacles in your search for new clients. Once you’ve found a client, it’s critical to do everything in your power to keep them. There are two main [...]

One of the most well-known investment philosophies is “…invest in what you know…” I first heard this phrase attributed to Warren Buffet, but it may have come from an earlier source. The [...]

At this time of year, summer vacations are very prevalent. Either you are planning one or Volkswagen-station-wagon-ad-cropped maybe you’re on it right now. I remember many summer vacations as a [...]

We are all in high spirits at First Rate after recently completing our annual client conference in San Diego. The location, topics, speakers, and group of attendees were all spectacular. The [...]

Aesop’s fable of The Horse, Hunter and Stag: A quarrel had arisen between the Horse and the Stag, so the Horse came to a Hunter to ask his help to take revenge on the Stag. The Hunter agreed, but [...]