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
Manage Your Accounts
Contact us for more information: 800-882-6935.
Contact UsNot 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 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: 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.
1st
Source Bank, 1st Source Wealth Management, and 1st Source Asset Advisors are
not registered broker/dealers and are not affiliated with LPL Financial.