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.

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Manage Your Accounts

Contact us for more information: 800-882-6935.

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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. 

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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

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA, CO, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, MA, ME, MI, MN, MT, NC, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY.