The wealth management professionals of WealthPoint Advisors rely on more than 60 years of combined experience to counsel individuals, businesses and non-profit organizations. Our professional wealth advisors are committed to their industry and hold a number of certifications and accreditations including CERTIFIED FINANCIAL PLANNER™ practitioner, Certified Public Accountant and Personal Financial Specialist and their Series 65 investment advisor representative licenses.
WealthPoint Advisors was established in October 2009 by Indianapolis investment management veterans Brent Walker, CFP® and President, and Michael Skehan, CPA/PFS and Senior Advisor.
At WealthPoint, we hold our advisors to a very high standard. Each advisor is a Certified Financial Planner™ (CFP®), which requires rigorous coursework, years of experience, a comprehensive exam, and ongoing education requirements.
We are here to guide you at each step of your financial journey.
WealthPoint Advisors helps clients achieve a better financial life, both today and in the future. We take the time to get to know each client and their unique financial situations.
This allows us to give thorough, meaningful advice in several areas, including investment management, retirement planning, tax planning, wealth protection, wealth transfer, and education planning.
Clients are always WealthPoint Advisors' top priority.
We pride ourselves on our fiduciary duty to put clients' interest above all else.
This means first-class client service from an approachable and accessible team, who ensure that each client is comfortable with our recommendations.
We invite you to check out our website. If something prompts a question, please send us an email or call the office.