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The dedicated professionals at Wintrust Wealth Services have the experience
and resources to help clients amass, manage, preserve and transfer their wealth to make their financial goals a reality. Wintrust Wealth Services provides traditional and innovative solutions for even the most complicated issues concerning significant wealth. Clients receive the highest degree of personalized attention to ensure that each decision will be the right one.

Private Bankers at Wintrust Wealth Services understand the importance of robust and coordinated solutions to maximize growth, protect assets, and manage cash flow. Wintrust’s Wealth Services division has the strength of all that the Wintrust Company has to offer. With the tools and services that Wintrust provides as a foundation, Wintrust Wealth Services is able to meet each client’s needs on a personalized basis with the utmost privacy.

We believe that in today’s ever more complex financial world, it takes a team of professionals with wide-ranging experience, working together, to achieve your goals. The Wealth Services team has priority access to the multi-faceted professionals throughout the Wintrust organization, including The Chicago Trust Company, Great Lakes Advisors, Wayne Hummer Investments, Wintrust Commercial Banking, Wintrust Commercial Realty Advisors and Wintrust Business Credit. Our services include, but are not limited to:

Banking

• Credit Solutions
  
  • Mortgages and home equity loans and lines
  • Personal lines of credit
  • Commercial lending (C&I and real estate)
  • Life insurance premium financing
  • Interest rate swaps
  • Other specialty financing situations

• Deposit Solutions
  • MaxSafeTM deposit accounts with $3.75 million in FDIC insurance
  • Premium checking accounts
  • Debit card with waived ATM fees, nationwide
  • Full suite of treasury management solutions

Investments

• In-house and third party solutions
• Asset allocation
• Structured products
• Margin trading
• Cash or risk mitigation strategies
• Insurance planning

Trust & Estate Services

• Trust administration
• Estate settlement
• Tax preparation and filing
• 1031 exchanges

Banking products provided by Wintrust Financial Corp. banks (Member FDIC and Equal Housing Lender). Mortgage products provided by Wintrust Mortgage, a division of Barrington Bank and Trust Company N.A. and affiliate of all Wintrust banks. NMLS # 449042.