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Wealth Management


Business Succession Planning

As a business owner, you have invested your life building your business. Often a critical final step in securing your financial future is a successful transition of this business to its future owners. As trusted advisors with intimate knowledge of our clients' financial objectives, we can assist you in navigating this process.

We have the capabilities and resources to assist our client in identifying succession goals and potential resource gaps, along with facilitating resource planning and acquisition. We can simplify the process by working with the necessary professionals to develop a transition plan for your business and customizing a wealth management strategy for you and your family.

As an advocate on behalf of our client's interests, we utilize our expertise to evaluate succession options related to tax, legal and estate planning consequences. At Busey Wealth Management, our objective is to find solutions to transition your lifelong business investment into retirement security and ensure a legacy for future generations.


Investment Products and Services are:

Not FDIC Insured




Busey makes it easy to securely manage your finances whenever you want, wherever you are.

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First home. Or dream home.

There's no place like it.

Busey promises to find the home financing that's best for you - whether you're just starting out, tired of renting or purchasing your dream home.

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A top partner for your bottom line.

You've worked hard to realize your dream of opening a business.

Busey promises to partner with you so you don't have to handle difficult decisions alone.

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You earn it. We'll grow it.

After years of hard work, you want to see your efforts pay off - literally.

Busey promises to make your money work for you.

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Our customers are our neighbors.

When it comes to navigating your unique financial journey, you want a partner who understands who you are, where you came from and where you are headed.

Busey promises expert advice to guide you through every important financial decision.

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A top partner for your bottom line.

You've worked hard to realize your dream of opening a business.

We'll build a relationship with you so you don't have to handle these difficult financial decisions alone.

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You have big dreams.

Busey promises to help you realize those dreams.

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