Business Banking
Manage cash flow, mitigate risk, and strategically invest with business banking solutions encompassing both traditional commercial banking and alternative specialty finance options.
Commercial Banking
Treasury Management
Commercial Lending
Company Retirement Plans
SBA Lending
Specialty Finance
Equipment Finance
Asset-Based Lending
Accounts Receivable Financing
Floorplan Financing
Private Wealth
Protect the long-term health of your family’s financial future.
Financial Planning Services
Investment Management
Trust & Estate Administration
Private Banking
Brokerage Services
Bank Consulting
Make strategic investment and asset liability decisions with a partner that knows how to ask the right questions.
Investment Portfolio Services
Asset Liability Management (ALM)
ALM Process Validation

Private Wealth

Protecting the long-term health of your family’s financial future.

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.

Talk To A Team Member

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.

Read Enlighten For Insightful, Expert Guidance

Enlighten is a semi-annual magazine from First Business Bank's Private Wealth team. In this issue, we discuss important issues surrounding Estate Planning, such as handling unique assets, planning for incapacity, and what to know about beneficiary designations.

Read Latest Issue

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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