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.
In 2016, First Business Bank was awarded #1 Preferred Wealth Management Firm by InBusiness Magazine
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
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.