wealth management services

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

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.