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1st Source Bank Opens New Wealth Advisory Services Office in St. Joseph

1stsourcelogo

1st Source Bank is  opening a new Wealth Advisory Services office in St. Joseph,   located inside the Newberryport Business Center at 500 Renaissance Drive, Suite 106. The opening will be marked by an official ribbon cutting celebration with the Southwest Michigan Regional Chamber on Friday, July 8th at 10:00 a.m.

Amy White, J.D., Vice President and Personal Trust Manager of 1st Source says, “As our clients’ needs grow, our specialized services grow with them. Our new Wealth Advisory office will serve clients with estate and tax planning, trust and estate administration including in Florida, standard investment management, investment management with donor-advised funds and private banking services”.

White adds that for over 150 years, 1st Source Bank has been giving back to the community to actively help build good places to live, work and raise families. This service to the community is one of their principal values and has defined who they are and how they do business., “Our mission is to help our clients achieve security, build wealth and realize their dreams.”

The new Wealth Advisory Services office joins their three existing banking centers in St. Joseph located at 4009 Red Arrow Highway, 715 Ship Street and 1600 Hilltop Road.

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