Running a successful business - whether a large corporation or a small family shop - is never easy, but Enterprise Wealth Management can make many of your financial obligations much easier. While you keep your eye on operations and strategy, we help you prepare for your future.

As the region's leading independent commercial bank, Enterprise Bank and Enterprise Wealth Management have earned the trust of business owners who rely on us to sustain, grow and preserve their businesses, from commercial lending and retirement plans to profit-sharing and succession plans.

Implementing some basic planning strategies can help you make sound decisions for yourself, your family, and your employees while maximizing the value of your business when you are ready to sell. Our experienced business advisors will work cohesively with your team and attorneys, providing the resources and advice you need to move ahead.

Learn how Enterprise Wealth Management can guide your business in:

• Investment Management. We believe in creating the diversified investment portfolios you need to lower risk, enhance long-term performance, and meet your strategic objectives.
• Succession Planning. You've worked hard to create something worth passing on, so let us work hard to help you create a successful succession plan.
• Investment Policy Review. Your Enterprise Wealth Management team will help you build and review an investment policy that will meet your needs, now and in the future.