Our private client Wealth Management services1 include Investment Management, Fiduciary and Executor Services, as well as Financial Planning. With First Midwest Wealth Management serving as your primary financial advisor, you will gain a truly objective financial advocate, as well as an organization of professionals whose fiduciary responsibility places your interests above its own.
Investment Management Services
- Equity Management Strategies
- Fixed Income Management Strategies
- Globally Enhanced Management Strategies
- Portfolio Management
- Estate Settlement
- Agent for the Trustee / Executor
- Guardianship Services
- 1031 “Like Kind” Exchange
- Investment Analysis
- Retirement Planning
- Income Planning
- Insurance Analysis
- Education Planning
- Estate Planning
- Business Succession Planning
Building Wealth for Generations
You spend your lifetime working to develop businesses, raise a family and create a secure future for yourself and generations to come. Preserving and enhancing your wealth should be trusted to a team of experts in specialized disciplines all coordinated within a strong and trusted financial institution – First Midwest.
Together with your Wealth Management Officer, you’ll have access to credentialed investment, legal, tax and wealth management professionals that will be your trusted advisors in identifying opportunities and assembling the appropriate combination of services aligned with your goals and objectives.
We are different than other Wealth Management groups. At First Midwest Wealth Management, we believe that you’ll appreciate the best of both worlds . . . the capabilities of a large national institution, blended with the individual attention and personal service of a community organization. We truly place your interests above our own, and do more than safeguard property and capital. We are as interested in making money for you as we are in preserving what you already have.