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Wealth Management

Wealth Management

Wintrust Wealth Management®, provides comprehensive brokerage, trust and estate, portfolio management, and private client banking solutions to individuals, business owners, and institutions. Since its founding in 1931 as Wayne Hummer & Co., Wintrust Wealth Management has been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity in the industry.

ASSET MANAGEMENT SOLUTIONS

ASSET MANAGEMENT SOLUTIONS

Whether you want stock, bond, or fully-diversified investment portfolios, our portfolio managers ensure your discretionary account is constructed and managed with your unique, long-term investment objectives in mind.

INVESTMENTS

INVESTMENTS

Our financial advisors offer comprehensive planning, investment, and insurance solutions, and have been providing trusted financial advice to individuals, their families, and institutions for generations.

TRUST & ESTATE PLANNING

TRUST & ESTATE PLANNING

From personal and corporate trustee services to estate settlement and specialty trusts, our trust administrators are able to offer a full range of administrative and fiduciary trust services.

PRIVATE CLIENT

PRIVATE CLIENT

For high net worth individuals, family offices, professional practitioners, and business owners, we offer a variety of financial solutions including customized credit, deposit solutions, personal investments, portfolio management, and trust and estate services.

   

   

Alexander Tabb

Vice President

Wintrust Investments

Rockford

Ralph Taylor

Vice President and Trust Officer

Wintrust Private Trust Company, N.A.

Rockford

PLATINUM ADVENTURES® CLUB

Life was meant for great adventures!

SAVINGS

Save for life's big moments…

SMALL BUSINESS SAVINGS

Secure your success

Securities, insurance products, financial planning, and investment management services offered through Wintrust Investments, LLC (Member FINRA/SIPC), founded in 1931. Asset management and financial planning services provided by Great Lakes Advisors, LLC. Trust and asset management services offered by Wintrust Private Trust Company, N.A.

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