First Wealth & Trust

First Wealth & Trust Financial planning, investment management, estate planning and trust administration.

Trust and investment services are not FDIC insured, not deposits of the bank, not guaranteed by the bank, not insured by any government agency, and may lose value.

Our offices will be closed Monday, October 12 in recognition of Columbus Day. We look forward to serving you again when ...
10/09/2026

Our offices will be closed Monday, October 12 in recognition of Columbus Day. We look forward to serving you again when we reopen for regular business hours on Tuesday.

A look behind the scenes on-set of the most recent episode of Chimes & Dimes.From why homeowners are holding onto their ...
10/09/2026

A look behind the scenes on-set of the most recent episode of Chimes & Dimes.

From why homeowners are holding onto their 3% mortgages to the surprising ways families are helping their kids buy homes, there’s plenty to learn. Pete Baksh, CFA, Chief Investment Officer at First Wealth & Trust in Winter Garden, and Billy Brooks, Senior Vice President and Chief Lending Officer with the First National Bank of Mount Dora came together to discuss this and more in the latest episode of Chimes & Dimes.

You can watch or listen to Chimes & Dimes on your favorite podcast platform by visiting Chimesanddimes.com. We want to thank the here in historic downtown Winter Garden for providing this space for us to film. The award-winning Chef’s Table offers an intimate three-course dining experience while The Tasting Room is a casual option that locals love featuring food prepared in their Chef’s Table kitchen. The Tasting Room menu features small plates, dinner, and a full craft cocktail bar.



The content provided is for informational purposes only and should not be construed as personalized investment advice, legal advice, or tax advice. Listening to this podcast does not create a fiduciary, advisory or client relationship. First Wealth & Trust is a fiduciary operating under the Florida banking regulations with the First National Bank of Mount Dora, N.A. and regulated by the Office of the Comptroller of Currency and not registered as an investment advisor with the U.S. Securities and Exchange Commission. Trust and investment services are not FDIC insured, not deposits of the bank, not guaranteed by the bank, not insured by any government agency and may lose value. The podcast discusses general financial concepts and may not be suitable for your specific situation. Always consult qualified professionals before making financial decisions.

What’s really happening in Central Florida’s housing market?In Episode 13 of Chimes & Dimes, we learn about today’s real...
10/07/2026

What’s really happening in Central Florida’s housing market?

In Episode 13 of Chimes & Dimes, we learn about today’s real estate market, mortgage rates, home equity, and the financial decisions that come with buying, selling, and owning a home.

From why homeowners are holding onto their 3% mortgages to the surprising ways families are helping their kids buy homes, there’s plenty to learn. Pete Baksh, CFA, Chief Investment Officer at First Wealth & Trust in Winter Garden, and Billy Brooks, Senior Vice President and Chief Lending Officer with the First National Bank of Mount Dora came together to discuss this and more in the latest episode of Chimes & Dimes.

You can watch or listen to Chimes & Dimes on your favorite podcast platform by visiting Chimesanddimes.com. We want to thank the here in historic downtown Winter Garden for providing this space for us to film. The award-winning Chef’s Table offers an intimate three-course dining experience while The Tasting Room is a casual option that locals love featuring food prepared in their Chef’s Table kitchen. The Tasting Room menu features small plates, dinner, and a full craft cocktail bar.



The content provided is for informational purposes only and should not be construed as personalized investment advice, legal advice, or tax advice. Listening to this podcast does not create a fiduciary, advisory or client relationship. First Wealth & Trust is a fiduciary operating under the Florida banking regulations with the First National Bank of Mount Dora, N.A. and regulated by the Office of the Comptroller of Currency and not registered as an investment advisor with the U.S. Securities and Exchange Commission. Trust and investment services are not FDIC insured, not deposits of the bank, not guaranteed by the bank, not insured by any government agency and may lose value. The podcast discusses general financial concepts and may not be suitable for your specific situation. Always consult qualified professionals before making financial decisions.

10/05/2026

There are some interesting trends recently among first-time homebuyers and their families. Pete Baksh, CFA, Chief Investment Officer at First Wealth & Trust in Winter Garden, Shelley Dawson, Realtor, and Billy Brooks, Senior Vice President and Chief Lending Officer with the First National Bank of Mount Dora came together to discuss this and more in the latest episode of Chimes & Dimes.

You can watch or listen to Chimes & Dimes on your favorite podcast platform by visiting Chimesanddimes.com. We want to thank the Chefs Table at the Edgewater and The Tasting Room At The Chef's Table here in historic downtown Winter Garden for providing this space for us to film. The award-winning Chef's Table offers an intimate three-course dining experience while The Tasting Room is a casual option that locals love featuring food prepared in their Chef's Table kitchen. The Tasting Room menu features small plates, dinner, and a full craft cocktail bar.



The content provided is for informational purposes only and should not be construed as personalized investment advice, legal advice, or tax advice. Listening to this podcast does not create a fiduciary, advisory or client relationship. First Wealth & Trust is a fiduciary operating under the Florida banking regulations with the First National Bank of Mount Dora, N.A. and regulated by the Office of the Comptroller of Currency and not registered as an investment advisor with the U.S. Securities and Exchange Commission. Trust and investment services are not FDIC insured, not deposits of the bank, not guaranteed by the bank, not insured by any government agency and may lose value. The podcast discusses general financial concepts and may not be suitable for your specific situation. Always consult qualified professionals before making financial decisions.

10/05/2026

Market Monday is out! Here are the latest economic indicators, with insights from our investment team on how they may impact market performance for October 5, 2026.

10/01/2026

We are excited to bring you the next batch of episodes of the Chimes & Dimes podcast presented by First Wealth & Trust. Guests include Shelley Dawson, Billy Brooks, Stephen Lewis of the West Orange Chamber of Commerce, Lynn Walker Wright, Ron Cervantes, Dean Hardy and Larry Loft.
Over the next few months we will be covering topics including Real Estate Trends, the role of the Chamber of Commerce, Planning for Long-Term Care and Cyber Security. Be sure to head to chimesanddimes.com now and subscribe on your favorite platform so you never miss an episode.
We want to thank the The Tasting Room At The Edgewater here in historic downtown Winter Garden for providing this space for us to film. The award-winning Chef's Table offers an intimate three course dining experience while The Tasting Room is a casual option that locals love featuring food prepared in their Chef's Table kitchen. The Tasting Room menu features small plates, dinner, and a full craft cocktail bar.
The content provided is for informational purposes only and should not be construed as personalized investment advice, legal advice, or tax advice. Listening to this podcast does not create a fiduciary, advisory or client relationship. First Wealth & Trust is a fiduciary operating under the Florida banking regulations with the First National Bank of Mount Dora, N.A. and regulated by the Office of the Comptroller of Currency and not registered as an investment advisor with the U.S. Securities and Exchange Commission. Trust and investment services are not FDIC insured, not deposits of the bank, not guaranteed by the bank, not insured by any government agency and may lose value. The podcast discusses general financial concepts and may not be suitable for your specific situation. Always consult qualified professionals before making financial decisions.

"Funding the trust is taking and putting those assets which you want to have distributed pursuant to the trust terms in ...
09/30/2026

"Funding the trust is taking and putting those assets which you want to have distributed pursuant to the trust terms in the name of the trust"

Without funding, a trust is unable to perform the task for which you've prepared it, which is to manage your assets after your passing. Don Gervase goes deep into the importance of investing in your trust, and what kind of assets could be used to do so.

In this episode of Chimes & Dimes brought to you by First Wealth & Trust of Winter Garden, you will hear about the relationship between Trusts and Taxes and what that means for your financial plan.

Pete Baksh, CFA and Chief Investment Officer at First Wealth & Trust in Winter Garden is joined by Scott Michael, Partner, Business Advisor and CPA with Strombeck and Don Gervase, Owner of Provision Law PLLC to explore these topics.

Chimes & Dimes is happy to partner with The Hangry Bison - Winter Garden for the “Listen & Win” Giveaway. Visit chimesanddimes.com to enter to win a $100 gift card to The Hangry Bison. One gift card will be given away each month through October, 2026.



The content provided is for informational purposes only and should not be construed as personalized investment advice, legal advice, or tax advice. Listening to this podcast does not create a fiduciary, advisory or client relationship. First Wealth & Trust is a fiduciary operating under the Florida banking regulations with the First National Bank of Mount Dora, N.A. and regulated by the Office of the Comptroller of Currency and not registered as an investment advisor with the U.S. Securities and Exchange Commission. Trust and investment services are not FDIC insured, not deposits of the bank, not guaranteed by the bank, not insured by any government agency and may lose value. The podcast discusses general financial concepts and may not be suitable for your specific situation. Always consult qualified professionals before making financial decisions.

Cheers to 10 years! Alice, VP & Trust Officer at First Wealth & Trust, joined community leaders and supporters to celebr...
09/28/2026

Cheers to 10 years! Alice, VP & Trust Officer at First Wealth & Trust, joined community leaders and supporters to celebrate We Are Winter Garden's 10th Anniversary Celebration. Congratulations on a decade of service, connection, and positive impact.

Life changes can mean it’s time to take another look at your estate plan. Divorce, welcoming grandchildren, or a signifi...
09/25/2026

Life changes can mean it’s time to take another look at your estate plan. Divorce, welcoming grandchildren, or a significant change in income can all affect how your plan should be structured.

When was the last time you reviewed yours?

In this episode of Chimes & Dimes brought to you by First Wealth & Trust of Winter Garden, you will hear about the relationship between Trusts and Taxes and what that means for your financial plan.

Pete Baksh, CFA and Chief Investment Officer at First Wealth & Trust in Winter Garden is joined by Scott Michael, Partner, Business Advisor and CPA with Strombeck and Don Gervase, Owner of Provision Law PLLC to explore these topics.

Chimes & Dimes is happy to partner with The Hangry Bison - Winter Garden for the “Listen & Win” Giveaway. Visit chimesanddimes.com to enter to win a $100 gift card to The Hangry Bison. One gift card will be given away each month through October, 2026.



The content provided is for informational purposes only and should not be construed as personalized investment advice, legal advice, or tax advice. Listening to this podcast does not create a fiduciary, advisory or client relationship. First Wealth & Trust is a fiduciary operating under the Florida banking regulations with the First National Bank of Mount Dora, N.A. and regulated by the Office of the Comptroller of Currency and not registered as an investment advisor with the U.S. Securities and Exchange Commission. Trust and investment services are not FDIC insured, not deposits of the bank, not guaranteed by the bank, not insured by any government agency and may lose value. The podcast discusses general financial concepts and may not be suitable for your specific situation. Always consult qualified professionals before making financial decisions.

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504 Plant Street
Winter Garden, FL
34787

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+13523852121

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