Your trust & confidence has allowed us to achieve record success
Thanks to the support of hundreds of area investors, First Business Trust & Investments has surpassed a billion dollars in assets under administration. Thank you for giving us your confidence for the past 13 years. It’s because of the trust you’ve placed in us that we are able to reach this milestone today.
— First Business Trust & Investments Team
Your Personal Investments Get Our Personal Attention
The key to our success is providing you with the personal service you deserve. Our experienced team of advisors live in our communities, which means we are local, accessible, and ready to meet for a cup of coffee to discuss your personal wealth management goals. At a time when other institutions are outsourcing or downsizing, First Business Trust & Investments is right here to better serve your needs.
First Business Trust & Investments is a division of First Business Bank. Our clients benefit from access to experienced and locally based specialists, along with direct access to senior decision makers. Our approach has helped our trust and investment business achieve record success over the past decade. Our specialty areas include:
Our Products & Services
We offer financial planning services that focus on helping you preserve, protect and pass on your wealth by providing thoughtful and unbiased advice. Learn more
We offer independent and objective investment management services, free from proprietary investment product ties. Learn more
Trust & Estate Administration
First Business offers charitable trust, estate settlement, and personal trust services, as well as trust services for businesses. Learn more
Retirement Plan Services
First Business helps businesses identify and implement retirement plans that help attract and retain employees. Learn more
Our process is grounded in the belief that success in achieving your financial goals starts with a comprehensive wealth strategy, We will help define what is important to you, anticipate questions before they become concerns and then create a fully integrated plan that addresses multiple aspects of your financial life including:
Pre-retirement planning - savings levels, best ways to save
Retirement cash flow planning projections
Estate planning and settlement - title of assets
Legacy planning - wealth transfer
Educational planning - 529 or Coverdell
Concentrated holdings strategies - reduce risk of single stock
Tax planning - tax efficient investing
Risk management (insurance planning)
Liability management - best use of mortgage rates
Whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals at First Business Trust & Investments you will find a team of individuals dedicated to the singular focus of helping you achieve your financial goals. As stewards of your wealth rest assured our recommendations are independent, objective and aligned with your personal objectives, not ours.
Our client's feedback comes first...
Each year we ask our clients to provide feedback on our performance. They consistently indicate high levels of satisfaction with the availability and responsiveness of our service team and decision makers, as well as our overall expertise. The overwhelming majority of our clients respond that they are highly satisfied and are likely to recommend First Business Trust & Investments to their peers.
Give Us a Call
At First Business, your advisor is always close by and ready to help. Contact us to set up a face-to-face no obligation meeting to discuss how we can help you.