1st Source Bank Wealth Advisory Services

1st Source Bank Wealth Advisory Services, located at 500 Renaissance Drive in St. Joseph, Michigan, is a finance institution dedicated to helping you secure your future and achieve your unique financial goals. Our team of seasoned financial experts is committed to understanding your aspirations and creating a personalized wealth management strategy tailored to your needs. With transparent fee structures, regular performance reviews, and clear communication, we strive to provide exceptional service and build lasting relationships based on trust and transparency.

Our services range from crafting investment strategies and retirement plans to estate and succession planning. Whether you're an individual, family, corporation, non-profit organization, or municipality, we offer portfolios designed to meet your specific investment needs. Our experienced financial planners will work closely with you to create a customized roadmap for your financial future, ensuring that your legacy is protected and your assets are distributed according to your wishes.

With private banking services, strategic tax planning, retirement planning, business succession planning, and risk management solutions, we are here to help you maximize your financial efficiency and secure your future. Explore our Advice Article Section for valuable insights on personal and business financial matters, and take control of your financial future with our user-friendly Financial Calculators. Trust in 1st Source Bank Wealth Advisory Services to help you make the choices that work best for you and your financial well-being.