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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
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
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
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
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.
Contact a Wintrust Wealth Management Specialist
Creighton Dracca
First Vice President
Wintrust Investments
Hartland, Milwaukee, Wales
John Matthews
Vice President
Wintrust Investments
Elm Grove, Menomonee Falls, Pewaukee
Anthony Mescher
Senior Vice President
Wintrust Investments
Burlington, Clinton, Delavan, Lake Geneva, Racine, Walworth, Wind Lake
Richard M. Rokus
Senior Portfolio Manager
Great Lakes Advisors
Burlington, Clinton, Delafield, Delavan, Elm Grove, Hartland, Lake Geneva, Lisbon, Madison, Menomonee, Milwaukee, Pewaukee, Racine, Wales, Walworth, Wind Lake
TOTAL ACCESS CHECKING
Be free of ATM fees
TOTAL ACCESS CHECKING
Be free of ATM fees
Some of the best things in life are free. Now, ATMs are free too! With Total Access, you can feel free to use any ATM nationwide and avoid the fee.
SAVINGS
Save for life's big moments…
SAVINGS
Save for life's big moments…
And, everything in between. Whether it’s your child’s first savings account or you saving for a rainy day, we can help.
SMALL BUSINESS SAVINGS
Secure your success
SMALL BUSINESS SAVINGS
Secure your success
It’s safe to say, you’re working towards making a profit. With our business savings account, you can keep that hard earned money safe and secure.
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
