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After all those early days, late nights, and even weekends spent ensuring the success of your business, you’re ready for the payoff. It’s time to enjoy personal retirement, savoring what you’ve built and earned. At the same time, you still have personal financial goals to achieve, including ensuring your future financial independence and maintaining your legacy. At First Business, we honor our relationship with you by carefully listening, understanding what’s important, and helping you select the best route to protect your wealth.


When it's time to live life how you've always wanted, there's no room for inexperienced financial advice. At First Business, your needs are paramount to our seasoned professionals who work as a local team providing hands-on guidance.

Investment Management

Drawing on our team’s more than 100 years of experience, we expertly concentrate on combining your personal objectives and our proven approach to help optimize your portfolio.

Trust & Estate Administration

Reputable, experienced trust and estate experts who work as part of your team to plan and fully realize your estate, business succession, or legacy plans.


We apologize for the inconvenience, but the courier portal is currently down.  If you would like to schedule a courier service, please call:

  1. (608) 232-5938 (Madison)
  2. (262) 792-1400 (Milwaukee)

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