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There’s a distinct difference when you work with people who care — experts who get to know you, your family stories, and your specific goals. It’s about building trust. At First Business, we honor this relationship by carefully listening, understanding what’s important, and proactively helping you set and maintain a course to meet your desired financial and estate outcomes.

As your trusted private wealth services partner, we will always work to ensure the long-term vitality of your hard-earned wealth. Our team of experienced specialists dedicates more time, resources, and proactive, personal attention to your individual financial planning, estate plans, investments, and banking requirements.


We support people with financial needs, not the financial needs of people. You will always come first. To achieve your individual and personal goals, we pay close attention to the details and commit our expertise, skill, creativity, and experience. As your private wealth financial partner, we strive to protect and enhance your comprehensive financial health.

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Financial Planning

Life's milestones are much sweeter when you plan for them. We help clients prepare to send children to college, sell businesses, buy second homes, and live dream retirements. We bring all the pieces of your financial life together to match your goals.

Private Banking

With a concierge-level approach to Private Banking, along with highly competitive and customized solutions to meet any banking need, our exclusive banking services feature one-on-one relationships with our clients — the exception, not the rule, in the banking industry.

Investment Management

Our goal is to help you achieve attractive, risk-adjusted returns to meet your financial and personal goals. We build your portfolio to participate in rising markets, while preserving capital during market weakness. We do this by constructing globally diversified portfolios covering a wide range of asset classes that respond in different ways to varying market conditions.

Trust & Estate Administration

Our Trust & Investments clients benefit from exclusive access to experienced, locally based specialists, and access to senior decision-makers. We provide top-notch, comprehensive services matched with the personal attention you deserve.



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We are pleased to introduce the first edition of ENLIGHTEN™, a new wealth management magazine from First Business. This inaugural issue focuses on popular financial topics affecting women of all ages and includes a feature profile story about Jan Eddy, tech entrepreneur, investor, and board member of First Business Financial Services, Inc.

Get your digital copy of the magazine today.





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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