First Business Bank

Private Wealth Services

Protecting the long-term health of your family’s financial future.
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Private Wealth Professionals Who Get It Right

There’s a difference when you work with people who care — who listen and get to know you, your family, your story, your hopes, your dreams, and your priorities.

Managing your wealth takes trust and experience. At First Business Bank, our specialized teams ask the right questions and collaborate with you to build a plan that works. Our number one priority is to get it right for you and your family.

That’s a promise.

Protect Your Wealth

Gain access to a dedicated team with the time and resources to attend to your individual Financial Planning and estate objectives.

Financial Planning

Prepare to exit your business, live a life of financial freedom, send children or grandchildren to college, and make an impact with strategic Financial Planning.

Investment Management

Achieve competitive returns with Investment Management that is aligned to help you achieve your financial and personal priorities.

Trust & Estate Administration

Benefit from exclusive access to experienced, local specialists who deliver personalized attention matched to thoughtful solutions that work for you.

Private Banking

Get a seamless Private Banking experience while working with financial experts who understand how lending and liquidity management align to your plan.

A Relentless Focus

“I am very fortunate to lead First Business Bank’s talented Private Wealth team. Their authenticity and experience are unmatched as is their relentless focus on getting it right for our clients.”

Brendan Freeman
President - Private Wealth

Timely Analysis. Expert Advice. Read Enlighten

Enlighten is a semi-annual magazine from the Private Wealth team at First Business Bank. In this issue of Enlighten, we focused on opportunities and positives that emerge from times of Change & Innovation.

Get The Latest From Private Wealth

Explore reports, articles, podcasts, and other resources from First Business Bank’s team of experts. Make smart personal finance decisions based on the latest data and insights.
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Charitable Trusts: The Benefits for Business Assets

Charitable trusts can be an excellent vehicle for doing several things that may be important to you — setting aside
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Estimating Your Retirement Income Needs

The quick onset of market volatility due to COVID-19 has taught us that having a financial plan, periodically reviewing it
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A Conversation With Jan Eddy

As a tech entrepreneur in the early 80s, Jan Eddy faced obstacles building her businesses and navigating the fledgling world

Private Wealth Services To Protect Your Future

When you put your story in our hands, we craft a financial plan that protects the future of your family — for today and every day moving forward.