Old Second

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Wealth Management Solutions

Sound financial planning requires a mix of forward thinking, expert insight and ongoing professional management. At Old Second, our experienced Wealth Management Advisors will help you START PLANNING for the financial future you desire.

Wealth Management Strategies for All Stages of Life

  • Grow Your Wealth

    We’ll help you implement a comprehensive investment plan designed to grow your wealth on your terms—according to your short- and long-term goals and tolerance for investment risk. Our goal is to fully understand you and your financial situation, so we may help you grow and strengthen your financial assets with time-tested strategies, professional asset management and ongoing portfolio monitoring and adjustment.

    We provide:

    • Full-service portfolio construction and investment management
    • Full-service brokerage, offering individual stocks and bonds and mutual funds
    • Retirement and education planning
    • Comprehensive recordkeeping for income-tax purposes
    • Access to experienced investment management professionals
    • Ongoing market research and analysis

    We’ll meet with you regularly, so you’ll always be aware of your portfolio’s progress and current market conditions.

  • Protect Your Wealth

    At Old Second, our Wealth Management Advisors are dedicated to protecting the assets you’ve worked so hard to accumulate. Backed by decades of experience, we can implement a variety of strategies designed to help preserve your wealth for your future needs or for your family’s long-term financial security.

    We provide:

    Review 1031 and land trust documentation

  • Transfer Your Wealth

    Providing financial security for your family or a favorite charity via the smooth transfer of wealth requires complex, carefully-crafted estate-planning strategies. Working with your attorney, Old Second’s Wealth Management Advisors provide sophisticated fiduciary solutions integrated with expert investment management.

    Your professionally designed wealth-transfer plan will help you:

    • Minimize taxes
    • Protect your assets
    • Financially support your heirs and beneficiaries
  • Plan Your Retirement

    Implementing strategies designed to help you enjoy a comfortable, secure retirement is a key component of a successful financial plan. Your Old Second Wealth Management Advisor will make sure your plan includes all the tax-advantaged alternatives appropriate for your situation and the mix of investments designed to support your desired retirement lifestyle.

    We provide:

    • Comprehensive investment management and guidance for your retirement plan
    • Various tax-advantaged strategies, including:
      • Traditional and Roth IRAs
      • Rollover IRAs
      • SEP IRAs
      • SIMPLE IRAs
      • Annuities

Investing in mutual funds involve risk, including possible loss of principal. Value of fund shares, when redeemed may be worth more or less than their original cost. Diversification does not ensure against market risk. Additional risks are outlined in the prospectus.

You should carefully consider your investment objectives and your risk tolerance before investing. The performance of these investments will, in fact, fluctuate with market conditions.

The above information is provided to you for informational purposes only. This does not constitute a recommendation and should not be construed as investment advice for which you should speak with a qualified financial consultant.

Investment Services at Old Second Bank is a service of LPL Financial. Securities are offered through LPL Financial and its affiliates, Member FINRA/SIPC.

Insurance products are offered through LPL Financial, a licensed insurance agency. LPL Financial, located at 100 Manhattanville Road, Purchase, NY 10577, 800-873-4374, is not affiliated with Old Second Bank.

Not FDIC Insured No Bank Guarantee May Lose Value
Not a Deposit Not Insured By Any Government Agency