Giving is an important part of our society. It provides us the opportunity to support causes we believe in and make a positive impact. Giving isn’t always about donating money. It can also include volunteering time or donating goods and resources. Here are some examples of the impact: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.
BlogAnswers to 3 Big Questions on Clients’ Minds
I like every part of the presentation experience. Meeting the clients is motivating. I enjoy sharing what recently happened in markets, speaking to the current situation, and educating clients about future opportunities and risks. What I enjoy most is answering clients’ questions.Read More
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The coronavirus continues to challenge health care officials and curtail economic activity. The virus seems to be spreading more slowly within China, and there are reports workers are slowly returning to their jobs or working remotely. Cases in South Korea and Italy shot higher, while Iran reported a high percentage of fatalities relative to a limited number of cases.Read More
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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
- Weekly Market Commentary – February 18, 2020
The coronavirus, dubbed COVID-19, continues to threaten lives, communities, and the global economy. The number of cases keeps climbing, although the Chinese revised the definition of who has been diagnosed with the virus. There were signs the spread of the virus is slowing, but the revised definition makes it more difficult to analyze, and health and economic risks remain.Read more