wealth management services

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

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

When the markets turn as volatile and confusing as they have over the past few years, even the most patient investors may come to question the wisdom of the investment plan that they've been following.

At WealthPoint Advisors, we've seen difficult markets come and go. And we can certainly empathize with people who find the current environment troublesome and disturbing. We'd like to help, if we can, here's what we offer:

A cup of coffee, and a second opinion.

You're welcome to come in and sit with us for a while. We'll ask you to outline your financial goals—what your investment portfolio is intended to do for you. Then we'll review your portfolio for and with you.

If we think your investments continue to be appropriate, despite current market turmoil, we'll gladly tell you so, and send you on your way. If, on the other hand, we think some of your investments no longer fit with your goals, we'll explain why, in plain English. And, if you like, we'll recommend some alternatives.

Either way, the coffee is on us.

For a meeting with one of the owners please contact our Client Service Administrator, Lynn Thompson. She can be reached at 317-818-1040 or at This email address is being protected from spambots. You need JavaScript enabled to view it..