One of the most important decisions you’ll make when designing your estate plan is who to name in the various fiduciary roles – trustee, personal representative, executor and agent.Read more
Advice in Common Language
You deserve to understand what’s happening with your money.
Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.
At WealthCare Partners, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.
First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.
We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.
As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.
Whether you’re investing hundreds or millions, at WealthCare Partners we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.
Discover the right investment strategy for you.
Tell us a little more about your investment objectives and level of comfort with risk.
By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?
Are You Ready to Begin
Your Journey Towards
Achieving True Wealth?
The path to pursuing True Wealth starts with meeting your WealthCare Partners advisor. You can get the conversation started by providing your information, and we’ll reach out to schedule your complimentary discovery session to discuss your complete financial picture.
Our financial planning services are built on trust, transparency and accountability.
Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services
When you choose us as stewards of your wealth, we respond by leveraging a disciplined, repeatable investment process that champions transparency, accountability, and outstanding service. Learn more
It may be impossible to predict life’s twists and turns, but protecting yourself from potential risks is certainly within reach. Learn more
Regardless of age or position in life, the common factor affecting all of our clients is the impact of taxes on their overall financial picture. Learn more
Our team of experts will work closely with you to design a comprehensive plan based on your individual goals and concerns. Learn more
The legacy you leave is a powerful expression of all you value during your lifetime. Learn more
Private Trust Services
One of the most important decisions in estate planning is who to name as trustee. Learn more
Personalized Wealth Management
When it comes to financial advice, most people are looking for more than just someone to sell them investments or other financial products. What they really want is knowledgeable, objective advice. At WealthCare Partners, our mission is to make a positive difference in our clients’ lives by inspiring them to work towards financial security through education, communication and advice that provides clarity and confidence. We are intentionally structured to offer independent and objective advice to the individuals, families and business owners we serve. Let’s build the future you’ve earned. Together.
Contact us today let WealthCare Partners help you on your True Wealth Journey
Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.
Headquartered in Indianapolis, Indiana, WealthCare Partners serves clients throughout Indiana and across the entire country. Contact us today to speak to one of our wealth advisors to get started on your True Wealth journey.
Market CommentaryMarket Commentary: Restaurants are Rebounding, but S&...
Retail sales figures continued a string of economic data pointing toward slowing growth accompanied by a gradual reopening of state economies. Consumers seem willing to take some risks. Retail and food service sales rose 0.6% last month. (See Chart 1.) Increased sales at restaurants contributed most to the monthly gains.Read More
Monthly NewsletterSeptember Newsletter – The Fiscal Elephant in a ...
CONTRIBUTORS DR. DAVID KELLY, JORDAN JACKSON AUG 28, 2020 The Federal Open Market Committee officially announced an update to its Statement on Longer-Run Goals and Monetary Policy Strategy. Most notably, the committee has officially adopted an average-inflation targeting framework, in which the committee will allow inflation (as measured by the core personal consumption deflator) to run moderately above 2% for a period of time following a period of inflation persistently falling below 2%.Read More
VideoRewirement: Rewiring The Way You Think About ...
Jamie Hopkins, Director of Retirement Research at Carson, hosts “Rewirement: Rewiring The Way You Think About Retirement.” A lot has changed since your parents retired, and the world is a more expensive, complex place: Click Here to Watch the WebinarRead More
BlogHow to Make Charitable Giving Part of ...
COVID-19 caused an economic shockwave that we’ll feel for a long time. Nonprofits, from large global networks to the local churches, have been hit hard, too. In a recent survey of 110 nonprofits, 80% of them said revenue had fallen across the board.Read More
News3 Roth Conversion Traps To Avoid After The ...
Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to a Roth IRA. Essentially, you’re paying taxes today instead of paying taxes in the future.Read More
Infographic10 Tax Planning Tips Your CPA Might Have ...
There’s more to tax planning than you think. Do you understand how each of your accounts are taxed? How did you set up your retirement plan? Have you considered an HSA? Take control of your taxes and how they fit into the big picture. Check out 10 planning tips your CPA might have missed. View the InfographicRead More
Weekly Market Commentary
- Market Commentary: The S&P fell for the Second Week Straight and Inflation Rises
Stocks continued to retreat as losses on Tuesday were large enough to push the market down more than 2% for the second week in a row. The S&P 500 has retraced 6.7% of its massive rally from the lows in March.Read more