First Business

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:

FINANCIAL PLANNING

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

INVESTMENT MANAGEMENT

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 Approach

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.

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.