Welcome to Uncluttered. Professional Advice.

In Today’s Fast Paced, Sound-Byte World, It’s Not Enough To Say We’re Different.

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How We Help

Business Owners...

Pre-Retirees

From Hope to Certainty

At Wealth Partners, we bridge the gap between hope and certainty. We’ll help you understand and know when you can retire. And we’ll help you build a plan and chart the course that maximizes your retirement income distributions.

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Business Owners

Plan A and B

As a business owner, your retirement and business succession planning options are unique. Not sure how to save for retirement outside of your qualified plan? Need to fund a buy/sell partnership agreement? Need to retain a key executive with a different form of executive compensation? We understand. We can help.

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Already Retired

Need a Second Opinion?

Feeling stuck in an under preforming asset? Not sure how long your funds will last? Looking to leave a legacy for the next generation? Need to align your estate plan with your financial plan? Yes, we can help.

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Why Choose Us

In today’s fast paced sound-bite world it is not enough to say we’re different – that we actually care about you and your financial well-being. That we want you to think of us as true, engaged financial partners committed to your highest outcome.

We get it. We understand. Think of us as your wealth partners with sound, uncluttered and professional thinking with the wisdom and experience to blend it all together to help you get from where you are to where you want to be. We listen, ask questions, seek to understand and then apply our expertise to plan a solution that solves today’s challenges and supports tomorrow’s financial objectives.

What to Expect

When we meet, you’ll get the sense that we’re a little bit different. And for good reason.

From the moment you make your first call to our office to your first appointment to the feeling you get when you walk in the door. You'll soon realize, we're different. Much different. We take great pride in aligning your current situation to your financial objectives so you can get back to life and enjoy it.

Our Unique Approach

Understand.

We listen. Ask questions. Seek to understand your unique situation. We’ll learn where you are now and ultimately where you want to be going forward.

Plan.

We’ll build your unique plan that solves today’s challenges and support tomorrow’s financial goals and objectives. We’ll provide a thorough review of your plan and help you to understand how and why it will bridge the gap between where you are and where you want to be.

Accumulate & Protect.

Plan the work and work the plan. We’ll work with you to maximize your wealth accumulation, and protect it from sources known and unknown so you can be certain your goals and objectives are being met.

Distribute.

When it comes time to leave your legacy, leave nothing to chance. We believe that there are few firms in the country that can rival Wealth Partners experience in the areas of estate planning, asset protection and distribution. Our affiliated law firm is able to provide legal advice, draft trusts and other legal documents, as well as advise on asset protection, business succession planning, and charitable giving. Our team will work closely with the attorneys to ensure the advice is aligned with your overall goals. The combination of experience coupled with our coordinated approach forms an estate plan that fits in with your overall financial plan and goals.

Upcoming Events

The Changing World of Retirement Planning

December 5th and December 12th, 6:30pm to 9:30pm
Indianapolis Wesleyan University - North Campus

  • • Determine if you have enough money for retirement
  • • Protect your assets in a rising tax rate environment
  • • Use the 3 basic types of retirement accounts to maximize cash flow in retirement
  • • Evaluate the benefits of a Roth Conversion
  • • Maximize Social Security income
  • • Protect your portfolio against stock market loss during retirement
  • • Reduce, or eliminate unwanted expenses or delays with estate planning
  • • Understand if your portfolio is truly “diversified”
  • • Avoid the three basic “pitfalls” of retirement distribution planning
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Let's Get Started

We’d love to meet you, help understand where you are now and where you want to go.

For a limited time, sign up to receive a complimentary, 29 minute financial evaluation session with one of our Senior Advisors. To get started, book a meeting on our private calendar.

SCHEDULE EVALUATION

Wealth Partners, LLC
959 Keystone Way
Carmel, IN 46032

Email: info@ourwealthpartners.com
Phone: (317) 559-7930
Fax: (317) 559-9258

Give us a call to schedule an appointment.

We are open from 9am — 5pm week days.