Team Strength: Northwest

THE MEANING BEHIND YOUR MONEY: A PERSONALIZED APPROACH TO MANAGING YOUR ASSETS

With outposts ranging from Chicagoland to Lafayette, IN, our Northwest Private Wealth team serves a range of families, enterprises, or clients with an intertwining of both. Located in a region possessing business and individual diversity – as well as the innovation and technological focus offered by Lafayette’s Purdue University – our Northwest team has over $415 million in assets under management. Our Private Wealth Advisors also focus on serving the community, with current causes including child development and affordable housing.

Wealth management is complicated.

Even setting aside the intricate intersection of tax, accounting, and legal factors, there’s still another equally elaborate element: protecting and building your assets is deeply emotional.

Between the lines of your balance sheet or hiding somewhere in your holding is a strong and loving desire to protect your family and their future, or to ensure the legacy of those who built the wealth you now oversee.

Your First Merchants Private Wealth team understands this delicate balance. It’s why our first action is to listen. Yes, we’ll have a few conscientious, clarifying questions, but all for the end purpose of understanding the finite details of your assets as well as the infinite hopes and dreams behind them.

Taking all we’ve heard into consideration, we formulate your adaptive plan. It will be based on solid and time-tested strategies, but with the flexibility to respond to changing times and shifting market factors. We’ll also consult with external legal and financial experts as needed, testing and refining your plan based on their expertise and viewpoints.

Your First Merchants Private Wealth team has the talent, experience, and resources needed to attentively craft the ideal plan for securing your family’s future by preserving and growing your assets. We’ll accomplish this by standing committed to a single goal: helping you prosper.