Wealth Management Financial Planning

Our team is committed to guiding you along your wealth investment journey, whether you're starting out or further along the path.

Our wealth advisors remove the time-consuming and confusing burden of coordinating the financial affairs of a loved one and replace it with peace of mind by providing comprehensive trust and estate administration. While eliminating the technical complexities and emotional perils associated with managing a trust or estate, our wealth advisors help protect you and the legacy you leave behind. Visit the Estate Planning page to learn more.

Effective tax planning can enhance returns as well as protect the value of your assets for future generations. With multiple CPAs, Busey Wealth Management can build tax-aware investment portfolios and determine appropriate tax efficient gifting and distribution strategies.

In today's litigious world, planning around the protection of your assets is more and more important. This involves more than just insurance products, but also determining the preferred types of accounts and trust arrangements to ensure that your assets remain as safe as possible.

Recent events in the economy have driven home the importance for risk management. This includes appropriate due diligence on investment managers, clear communication and planning for your investment risk.

Our wealth advisors can assist clients in determining the most efficient means of managing their cash flow. This can include both levels of spending as well as planning around which accounts are the most efficient source for their cash flow needs.

Our professionals can conduct an independent review and assessment of the adequacy and appropriateness of your existing insurance policies. Our evaluation not only provides an independent perspective, but also allows for complete integration of your insurance needs with your comprehensive financial plan.

Our professionals manage the complexity created by growing wealth for accomplished professionals. We can assist business owners and corporate executives in achieving their individual financial goals, which often include enjoying a financially secure retirement, funding the education of children or grandchildren, effectively donating to a charity of choice, or simplifying one's financial life.

Managing the tax implications of stock options is a complicated undertaking. Busey Wealth Management can assist you in determining the most appropriate strategy for your situation.