Wealth Management Services
At First Midwest, we understand what it takes to run a successful company. We also know that with success comes other opportunities. Our wealth management team* can help business owners further realize their dreams and fulfill their legacy.
Some of our services include:
- Company retirement plans – We'll help you properly structure your plan to attract and retain employees and potentially lower the business owners effective tax rate.**
- Wealth and Estate planning – Whether planning for retirement or passing on your legacy, we can help you plan for the future.
- Private Banking – We provide custom credit solutions for your unique needs.
- Consistent, talented and accessible Investment Management team – As a fiduciary first, we always operate with your goals and needs in mind.
Contact a Relationship Manager or visit Wealth Management to learn more.