• MONEY DOESN’T HAVE TO BE COMPLICATED.

    Are you confused by most financial advice? If so, you’re not alone.

    Talk with an Advisor


Effective Game Plan


Advice in Common Language


Straightforward Fees

Download one of our free guides.

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)?

Next

How to get started.

1. Schedule an appointment

2. Meet with us for a custom listening session

3. Get your personalized strategy

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.

First Name*

Last Name*

Email*

Phone Number*

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

Portfolio Management

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

Risk Management

It may be impossible to predict life’s twists and turns, but protecting yourself from potential risks is certainly within reach. Learn more

Tax Planning

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

Wealth Planning

Our team of experts will work closely with you to design a comprehensive plan based on your individual goals and concerns. Learn more

Estate Planning

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

Investment Management

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.

Read more

Carson Partners

Carson Partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.

Read more

Our Locations

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.

Read more

Insights

WealthCare Partners team of  professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

buying a car
Blog
How to Buy a Car Without Losing ...

By Erin Wood

Having to buy a car is like having a sliver stuck under my fingernail. It’s painful and annoying, I know I have to deal with it, but it’s going to take forever. Might as well pack a lunch too, because the second you decide you want to test drive something they have you trapped. Read more

weekly market commentary
Market Commentary
Weekly Market Commentary – June 17, 2019

The S&P 500 followed up the previous week’s strong gains with an increase of 0.5% last week. Decent economic data was encouraging but not strong enough to change expectations for much-desired interest rate cuts this year. The global MSCI ACWI climbed 0.3%. Heightened risks loom in the global market from tanker attacks and Hong Kong protests. The Bloomberg BarCap Aggregate Bond Index was unchanged as expectations for economic growth remained subdued. Read more

Financial Advising, teaching children about money
Monthly Newsletter
Teaching Kids about Money in the Summer ...

Summer arrives – bees, picnics, nostalgia and the chaotic sound of kids everywhere. It’s enough to bring back memories of sweating behind a lawnmower or scrubbing grandpa’s car to get a few precious dollars to spend at the mall or the movies. Read more

Video
Q2 2019 Quarterly Market Update

Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor. Read more

News
Wall Street pros aren’t the only ...

Investors are likely getting more volatility than they bargained for this late in the year.

With the stock market continuing its downward slide, individual investors may be tempted to sell stocks and sit with their cash on the sidelines until the carnage ends. Read more

Divorce Planning Infographic
Infographic
Divorce Planning

Divorce can be emotionally and financially stressful but with the proper planning, you can get through it with your finances and future intact. Here are some stats to consider when it comes to the financial impact of divorce. Read more

Blog post
  • Why You Need a Will (and You Need One Today)

    by Sarah Duey, JD, CFTA, CAP®, Vice President, Trust Services

    Who wants to spend an afternoon thinking about their mortality? No one, which is why more than half of Americans don’t even have a will.

    The foundation of your estate plan is a Last Will and Testament. Read more

Weekly Market Commentary
  • Weekly Market Commentary – June 10, 2019

    The S&P 500 surged 4.5% last week as optimism about the Federal Reserve cutting rates and the quick end to potential tariffs on Mexican goods pushed markets higher. The global MSCI ACWI soared 3.6% as international markets participated in the surge, but not as much as domestic markets. The Bloomberg BarCap Aggregate Bond Index gained 0.4% as weak jobs data and the hopes of interest-rate cuts pushed rates lower and bond prices higher. Read more