Joan Burke
President -Trust & Investments
First Business Trust & Investments

  • Private Wealth


First Business is known for its unmatched expertise and accessibility.

Founded on the experience and expertise of our team of professionals, our sole mission is to ensure the long-term vitality of your hard-earned wealth and to support the achievement of your uniquely personal financial goals.

Financial Planning First Business helps clients prepare for life transitions from sending a child to college, selling a business, or buying a second home, to living your dream retirement. Learn More

Investment Management It begins with a proven process. Learn More

Trust & Estate Admininistration We work as a part of your team of professional advisors to help you fully realize your estate, business succession, or legacy plans.  Our strength, stability and expertise make us a corporate trustee you can rely on.  Learn More

Private Banking Banking services specifically designed to meet and exceed the premium needs of business leaders and high net worth individuals. Learn More

Resources Stay up-to-date on important information that could affect your finances with resources from First Business Learn More

Global Markets Which Headlines Should You Believe?

Cut through the headlines with this downloadable resource.

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