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.**
  • Business and individual succession planning or individual succession events (partner buy-outs, etc.) – First Midwest can act as your corporate fiduciary.
  • 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. 

Get Connected

Connect with a Wealth Management Officer to give your money a little momentum today.

Jim Ringer
(815) 773-2616

Momentum Makers | We've rolled up our sleeves and helped over 25,000 businesses build momentum. | See the stories.

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