Planning
Wealth is not just about money; it’s about securing your future and achieving your unique financial goals. Our Wealth Management services are designed to provide you with
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.
Benefit from the expertise of our seasoned financial advisors who bring a wealth of knowledge to guide you through your financial journey.
Experience the difference of a tailor-made financial plan designed around your individual needs and aspirations.
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.
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.
Stay informed about your investments with regular performance reviews, keeping you in the loop on your financial progress.
Expect timely and clear communication from our team. Your questions are important, and we’re here to provide the answers you need.
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.
Getting the most out of your money, securely and comfortably. We’ll help you make the choices that work best for you. We manage accounts for individuals, families, corporations, non-profit organizations, and municipalities. We create portfolios designed to meet their unique investment needs.
Our experienced financial planners will work closely with you to create a customized roadmap for your financial future. Whether you're planning for retirement, education expenses, or major life events, we'll develop a strategy that aligns with your goals and aspirations.
You’ve worked hard to build your financial stability, you deserve to work with bankers who work hard for you too. Our personalized approach to private banking can help ease your day-to-day financial needs. Our trusted bankers offer personalized services and benefits that make your financial life run smoothly with 24/7 Concierge Service.
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Maximize your financial efficiency with our strategic tax planning services. Our team will help you navigate the complexities of tax laws, identify opportunities for savings, and implement a tax-efficient strategy to optimize your financial position.
Secure your future with our comprehensive retirement planning services. Our team will assess your current financial situation, develop a retirement income strategy, and provide ongoing support to ensure you enjoy a comfortable and worry-free retirement.
Making sure your legacy lives. Whether an individual, a family, a foundation, or a corporation, 1st Source, as trustee, can help reduce tax liabilities, preserve value, and alleviate the stress of maintaining tax-exempt status on your behalf. We also offer Donor-Advised Funds to simplify the process of donating cash, stock, or other assets to those in need.
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Protect your legacy and ensure your assets are distributed according to your wishes. Our estate planning experts will work with you to create a plan that minimizes taxes, preserves wealth, and provides for future generations.
Prepare for the future of your business with our business succession planning services. Our team will assist you in developing a seamless transition strategy to ensure the continued success of your business.
View Succession Guide
Ensure the efficient and effective administration of your trust and estate with our expert team. We'll handle the complexities of estate settlement and trust administration, providing peace of mind for you and your loved ones.
If you're considering a move to Florida, our relocation planning services will help you navigate the financial implications of such a significant life change. From tax considerations to lifestyle adjustments, we've got you covered.
Florida Domicile Webinar
Mitigate financial risks and safeguard your assets with our comprehensive risk management solutions. We'll assess your insurance needs, analyze potential risks, and tailor a plan to protect you and your loved ones from unforeseen events.
We’re thrilled to hear from you. Visit our location page to find the office most convenient for you and to make an appointment. Or if you have any questions, send us a message. We’re happy to help!
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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
