Local residents will soon have a new place to manage their wealth. South Bend-based 1st Source Bank announced Wednesday they will be opening a new wealth management office near downtown St. Joseph in the Newberryport Business Center at 500 Renaissance Drive, Suite 106.
The bank will celebrate the opening of the office with an official ribbon cutting ceremony with the Southwest Michigan Regional Chamber Friday, July 8 at 10 a.m. Amy White, Vice President and Personal Trust Manager at 1st Source, said the new wealth advisory office will serve clients with estate and tax planning, trust and estate administration, standard investment management, investment management with donor-advised funds and private banking services.
White added that the company’s mission is to help our clients achieve security, build wealth and realize their dreams. The new office joins 1st Source Bank’s three existing banking centers in St. Joseph.
