Wealth Management
Wealth Management
1st Source Wealth Management
As your needs grow, our specialized services grow with you. We are proud to be the area’s largest trust and estate team—specializing in custom solutions for you and your legacy.
- Estate and Tax Planning
- Trust and Estate Administration
- Investment Management
- Philanthropic Services
- Private Banking
- Here for you in Florida
Links
- Wealth Advisory Services Annual Report
- Economic and Investment Summary
- Investment Outlook 2020
- The Market Share Newsletter Archive
Manage Your Accounts
Contact us for more information: 800-882-6935.
Contact Us| Not FDIC Insured | Not Bank Guaranteed |
| May Lose Value | Not a Bank Deposit |
| Not Insured by any Federal Government Agency | |
Investing
1st Source Asset Advisors
The financial consultants of 1st Source Asset Advisors create, manage and provide assistance with customized financial plans that are holistic and closely reflect each client’s unique goals, circumstances, and time horizons.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Contact us for more information: 800-882-6935.Contact Us
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA / SIPC). Insurance products are offered through LPL or its licensed affiliates. 1st Source Bank and 1st Source Asset Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using 1st Source Asset Advisors, and may also be employees of 1st Source Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, 1st Source Bank or 1st Source Asset Advisors. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value |