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wealth management services

Our clients are our greatest assets
8335 Allison Pointe Trail, Suite 135 Indianapolis, IN 46250, Phone 317-818-1040
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have i  savedenough

The amount you THOUGHT was a good goal when you were 30 may be woefully short. Let us help you maximize your savings.

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nowwhatdo i do

Had all your eggs in one basket? Let us give you a hand diversifying your assets.

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No pressure … let’s just chat about how you’re investments are doing.

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A Team of Experience

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Brent Walker: CFP®, President is head of business operations for WealthPoint Advisors, LLC. Read More

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Michael Skehan: CPA, PFS, Senior Advisor is a well-known industry leader recognized for his outstanding contributions. Read More

 scott tillett small

Scott Tillett: Support Advisor researches and analyzes investment vehicles. Read More

 

 mike tap small

Mike Tapp: Business Development Manager builds new business relationships and plans marketing outreach. Read more

 Lynn_Thompson_fp

Lynn Thompson: Client Service Administrator, coordinates all the back office administrative responsibilities at WealthPoint Advisors. Read More  

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WealthPoint TV videos.

Wealthpoint provides informational videos to our visitors. We want to provide quality video segments that will inform you. If you have an idea or would like us to provide a certain type of video, submit your ideas by contacting us below.

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WealthPoint Advisors

Indianapolis-based WealthPoint Advisors provides fee-only wealth management and financial planning services to high net-worth individuals, retirement plans, corporations and non-profit organizations. As a fee-only Registered Investment Advisor Firm, we are bound by our fiduciary responsibilities to our clients and provide unbiased, personalized counsel.

Our wealth management consulting process allows us to become better acquainted with our clients, their current financial status and their future goals. Unlike many financial planners who may gather your information and encourage you to “sign up” for services, we strategically move through the process to ensure we provide the best possible investment advice.

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