Individuals, Business and Non-Profit Financial Planning
Indianapolis-based WealthPoint Advisors serves high net-worth individuals, retirement plans, corporations and non-profit organizations, providing a personalized, systematic approach to wealth management.
Investing can be an emotional battle between fear and greed, and reacting to current events or short-term market moves can be detrimental. By structuring a solid asset allocation that meets an assumed level of risk, emotion can be mitigated to help lead to a successful investment experience. Part of our value is found in the perspective needed to ensure our clients maintain a disciplined, academic approach to investing.