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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.

FOCUSED ON YOUR SUCCESS

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.

Financial Planning

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.

Investment Management

Investment Management

Our goal is to help you achieve competitive, risk-sensitive returns to meet your financial and personal goals.

Trust & Estate Administration

Trust & Estate Administration

Our 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.

Private Banking

Private Banking

With a concierge approach and competitive, custom solutions to meet any banking need, our Private Banking services feature one-on-one relationships with our clients. We’re the exception, not the rule, in the banking industry.

 

 

Enlighten 2020 Winter

ENLIGHTEN™ – WINTER 2020

Enlighten is a semi-annual magazine from First Business Trust & Investments, the private wealth management team of First Business Bank. In this issue, we bring together our experts to discuss investing and financial wellness.

Get your digital copy of the magazine today.

GET THE MAGAZINE

 

 

NOTICE

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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