People-Centric Wealth Management

At 1st Source Bank, our greatest asset is our people. Our team of seasoned financial experts is dedicated to understanding your unique aspirations and crafting a personalized wealth management strategy that aligns with your goals.

Experienced Advisors

Benefit from the expertise of our seasoned financial advisors who bring a wealth of knowledge to guide you through your financial journey.

Personalized Approach

Experience the difference of a tailor-made financial plan designed around your individual needs and aspirations.

Exceptional Service

We believe that exceptional service is the cornerstone of a successful financial partnership. Our commitment to your financial well-being goes beyond transactions; it's about building a lasting relationship based on trust and transparency.

Transparent Fee Structure

Know exactly what you’re paying for with our straightforward and transparent fee structure. No surprises, just a clear understanding of the value you receive.

Regular Performance Updates

Stay informed about your investments with regular performance reviews, keeping you in the loop on your financial progress.

Responsive Communication

Expect timely and clear communication from our team. Your questions are important, and we’re here to provide the answers you need.

Collaboratively Building Your Wealth Roadmap

Craft Your Investment Strategy
We will provide the careful consideration and expertise to help you after taking the time to understand your financial goals, risk tolerance, and aspirations.

Cruise into Retirement
We collaborate closely with you to design a retirement plan that not only secures your financial future but also ensures a comfortable and stress-free retirement lifestyle.

Carry On Your Legacy
Create a comprehensive estate and succession plan that aligns with your vision, allowing you to carry on your legacy with confidence and peace of mind.


Dive into the pulse of economic trends, market insights, and crucial interest rate updates. The MarketShare includes short video perspectives from our local portfolio managers. Subscribe to have the latest edition delivered to your inbox monthly.

I’ve been a client for about 20 years. I appreciate the individual attention, professionalism, and fee structure. Believe me, the fees are very good, and I’ve shopped around. Whenever I’ve needed something Mike Szymanski and his team are always available and helpful.

Wealth Management Services

Schedule a Consultation

More To Explore

Marketshare Newsletter: Stay informed and empowered on the latest economic trends with our MarketShare newsletter. Subscribe now to receive timely updates on economic news, insights from recent market activities, and valuable information about interest rates.

Advice Articles: Explore a wealth of knowledge in our Advice Article Section, where our team of financial experts share valuable insights on personal and business financial matters.

Calculators: Take control of your financial future with our user-friendly Financial Calculators.

1: Private Banking Products and Services Member FDIC

Not Not May