wealth management services

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

Financial Planning for Non-Profit Organizations

Indianapolis-based WealthPoint Advisors serves not for profit organizations, providing a customized, systematic approach to wealth management.

When working charitable foundations, we are very focused on the fiduciary standard of care of those responsible for selecting advisors and ongoing investment review. Senior advisor Michael Skehan has a long and successful record working with endowments – that experience benefits both our clients and our firm.