Wealth Management

We create comprehensive plans built around your specific goals that — whether big or small investments — give you confidence and assurance of a strong and stable financial partner. 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.

Manage Your Accounts

Wealth Advisory Online >

Not FDIC Insured	Not Bank Guaranteed
May Lose Value	Not a Bank Deposit
Not Insured by any Federal Government Agency

Investments

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. Our experienced Financial Consultants genuinely listen to understand financial objectives, implement preferred investment styles, and simplify each client’s life with personalized care. We help with many important financial considerations, and are committed to helping you turn your aspirations into realities.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured 1st Source Bank deposits and are not FDIC insured. These products are not obligations of the 1st Source Bank and are not endorsed, recommended or guaranteed by 1st Source Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

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

1st Source Bank, 1st Source Wealth Management, and 1st Source Asset Advisors are not registered broker/dealers and are not affiliated with LPL Financial.

Private Banking

There are many reasons to work with our Private Banking team — above all, the personalized services and benefits that make your financial life run smoothly.

24/7 Concierge Service
We Bring the Bank to You
Premier Convenience in Day to Day Banking
Deposit/Cash Management Specialization
Custom Mortgage Loans
Lines of Credit (secured and unsecured)
New office in Sarasota, Florida

Wealth Management