First Business Bank

Investing For Success

Ensure your financial world is secure and on-track.

Proactively Manage Your Wealth with Investment Management for Private Wealth

You deserve a certified financial planner who is committed to helping you reach your short-term and long-term goals with strategic planning and great foresight.

As a high net worth individual, your focus is on maximizing your investments while achieving your numerous financial objectives. 

Organize Your Finances

Whether you own a business or had a recent financial gain, we help you understand your complex finances and organize them efficiently.

Find the Clarity You Need

With more wealth comes more financial opportunity. Achieve a clear goal-setting approach in your Financial Planning so you know when to focus on what.

Rely On Expert Advice

Take advantage of our 100 years of combined experience to help you make the best decision when it comes to investing, spending and saving money. We always put your needs first.  

Get Strategic Private Wealth Investment Management

Markets are volatile. Protect yourself against potential losses with careful risk management and effective investment planning strategies.

Create A Sound Investment Plan

Avoid a poorly structured portfolio by partnering with a financial advisor who will create an investment plan that focuses on your specific objectives.

Determine Your Asset Allocation

Finding the right mix of assets to hold in your portfolio is personal. Our team helps you determine where to invest based on your timeline and risk tolerance.

Be disciplined with your spending

Our team helps you avoid emotional buy/sell decisions with a disciplined process to ensure your portfolio is always growing.

Build a tax-efficient portfolio

Understanding your taxes is important. We work closely with you to ensure your portfolio is managed in the most tax-efficient manner possible.

The People Guiding You To Better Investment Management Decisions

Meet the investment experts using the latest data to help you strategically capitalize on your investments.

A Private Wealth Investment Plan That Focuses On You.

You have personal and family goals that are unique to your circumstances and vision. 

Our team of Private Wealth experts is committed to understanding your different priorities, asking the right questions at different stages in your life and we then provide you our best advice.

couple gardening

Discover how to invest in your success

Stay up to date with the most recent investment strategies and effective ways to maximize your wealth for the future.
10 Steps to Improve Your Finances This Year

Article

10 Steps to Improve Your Finances This Year

Every year, we make resolutions and set goals to improve our overall well-being.
credit report anthony

Blog

Ignore Your Credit Report At Your Own Risk

Having an unpaid medical bill, even one as little as $50.00, can affect your credit score. Typically, if you don’t
conversation with jan eddy

Article

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

Step into the future with optimism

Partner with a private wealth advisor who understands your ambitious goals and is prepared to help you protect yourself against future uncertainties.