Your Success Comes First.
Joan Burke
President, First Business
Trust & Investments
Our Top People
Work as Advocates to Meet & Exceed Your Investment Goals
Welcome to First Business Trust & Investments
First Business Trust & Investments offers flexible qualified retirement plan solutions, investment management services for building and preserving wealth, and comprehensive trust products for corporations and individuals. Our nonproprietary approach to investments allows us to act as an advocate for our clients, helping them meet or exceed their goals.
First Business Trust & Investments is part of the First Business family of companies. Our clients are served through offices in Madison, Milwaukee, and Oshkosh Wisconsin.