South Bend, IN – 1st Source Bank has transitioned the name of its Personal Asset Management Group to 1st Source Wealth Advisory Services, a name that better reflects its mission of helping clients achieve security, build wealth and realize their dreams. The 1st Source Wealth Advisory Services is comprised of over 80 professional and support staff, including Chartered Financial Analysts, Certified Trust and Financial Advisors, Certified Public Accountants and Attorneys who work together to provide clients the highest levels of service and trustworthiness.
1st Source Wealth Advisory Services is the area’s largest and most experienced wealth advisory team and will continue to serve client’s by offering financial planning, portfolio management and investments, trust administration, family office, private banking, insurance and other related financial services needs through eight locations in northern Indiana and southwestern Michigan.