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Business Owner Services
Business Owner Services
We understand that business owners don’t always have time to focus on things outside of the normal day-to-day operations of your company. But, challenges such as protecting your people and company assets, managing company real estate, and ensuring the long-term future of your business are continuous concerns.
That's where Wintrust Wealth Management’s suite of business owner services comes in. From helping you contain legal liability, business risk, and loss of key personnel to providing you with real estate trust solutions and business succession planning, we work closely with you and our Wintrust banking partners to understand your needs and objectives and help you achieve your long-term business goals.
To learn more about how we can help your business, please contact Terry Hughes at 312-706-2739. For questions specific to employee retirement plans, please contact Dan Peluse at 312-373-7003.
Securities, insurance products, financial planning, and investment management services are offered through Wintrust Investments, LLC (Member FINRA/SIPC), founded in 1931. Trust and investment management services offered by The Chicago Trust Company, N.A. and Great Lakes Advisors, LLC, respectively.
Investment products such as stocks, bonds, and mutual funds are:
NOT FDIC INSURED | NOT BANK GUARANTEED | MAY LOSE VALUE | NOT A DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY