Wealth Management & Trust Services
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. They serve individuals, families, and businesses across the wealth spectrum and offer services that include:
- Wealth Management (financial, retirement, and estate planning)
- Investment management
- Cash flow and budget planning
- Charitable giving strategies
- Personal trust and estate settlement services
- Family Office
- Sports & Entertainment services
- Business consulting services
- Institutional services
- Retirement plan consulting
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.
Managing Director
Want guidance finding the right financial advisor for you?
Click here to connect with our Managing Director.
