Chicago, IL
Serving
Chicago, IL
Since
1992
The Chicago financial advisors at Blue Trust apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy.
The Chicago office of Blue Trust continues to expand its client base by building and implementing personalized financial plans, providing goals-based investment advice, and strategic consulting to business owners, corporate executives, entrepreneurs, and physicians. The Chicago financial advisors are also active in the local philanthropic community. The office opened in 1994 and is led by Managing Director, Keith Kreb, who joined Blue Trust in 2008 after a distinguished 22-year career in financial planning and analysis at Kraft Foods.
Mon – Fri: 8:00 AM – 5:00 PM
Sat – Sun: Closed
Managing Director, Sr. Partner
Keith Kreb
Wealth Management & Trust Services
Our team provides a full range of financial services tailored to your unique needs and goals.
Financial Planning
When financial decisions begin to intersect, coordinated planning helps you bring structure to cash flow, retirement projections, taxes, estate considerations, and generosity.
Investment Management
If you want your investments to serve defined goals, disciplined portfolio management aligns your assets with your financial plan, time horizon, and convictions.
Trust & Estate Services
When it comes time to establish or administer trusts and estates, experienced fiduciary oversight helps ensure your intentions are carried out efficiently and in the best interests of your family.
Philanthropic Consulting
When significant charitable capital is being deployed, independent research and due diligence help you evaluate organizations, leadership, and program effectiveness.
Business Consulting
Business owners facing succession or transaction decisions benefit from experienced advisory support to evaluate options and guide the thoughtful transition of their companies.
