Joan Burke
President,
First Business Trust &
Investments
View bio & contact info
Client service shouldn't be an exception - it should be exceptional.
As a division of First Business Bank, First Business Trust & Investments specializes in trust, investment, and wealth management services for high net worth individuals with sophisticated needs.
Some of our clients are business owners with direct experience with the First Business family of companies. Others are not affiliated with a business at all. Our clients benefit from the First Business model, which offers sophisticated products and services in combination with true expertise and direct access to senior management. Our trust and investments specialists will help you develop the solution that best addresses your particular needs in an atmosphere of professionalism, integrity, and reliability through trust, investment management, and retirement services.
Thanks to First Business, our resources and assets continue to grow.
President & CEO, Wisconsin Hospital Association, Inc. Read more testimonials
Our Products and Services
Investment Management Services
With so much investment information and so many products available, it is difficult for most clients to know where to start on a successful investment plan, or find the time to do so. First Business provides value through a dependable process, top-notch experience, and dedicated partnerships.
First Business follows a proven process and our team of experts work toward one goal: your success. Learn more or give us a call to discuss your unique situation.
Trust Services
The comprehensive trust services of First Business Trust & Investments combines our independent, proprietary investment process with the expertise of our tax, planning, and administrative professionals. Our training and experience assures a continuous quality of service for our trust clients and their families.
First Business Trust & Investments provides a full range of fiduciary services from personal trust asset management to professional trust and estate administration. View details on the services we offer or contact us to learn more about how we can be of assistance in your unique situation.
Retirement Plan Services
There are so many retirement plan options available in the marketplace today, and determining which one is right for your unique needs is crucial. First Business prides itself on developing plans that have all of the features and benefits you and your participants demand, and objective advice to help you sort through your options. Learn more or give us a call to discuss your specifics.
First Business Trust & Investments is part of the First Business family of companies. Our clients are served through offices in Madison, Milwaukee, and Northeast Wisconsin.
