First Business

First Business Trust & Investments is a full service fiduciary providing a wide range of services to businesses, business owners, and high net worth individuals.

We earned a reputation of trust by delivering integrated, objective and transparent advice.  Our clients appreciate and rely on our skilled people, collaborative approach and the “holistic” view we take to creating customized wealth management plans. Our services include:

Financial Planning We work closely with you in developing customized plans to grow, sustain and transfer your wealth. Learn More

Investment Management We help you achieve attractive risk-adjusted returns on your investments over the long-term while preserving your capital during times of market weakness. Learn More

Trust & Estate Administration We provide a full range of expert, independent, and local trust services including professional trust administration and estate settlement. Learn More

Retirement Plan Services We offer flexible plan design, targeted education programs, and outstanding service for your retirement plan needs. Learn More