• MONEY DOESN’T HAVE TO BE COMPLICATED.

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

    Talk with an Advisor

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Effective Game Plan

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Advice in Common Language

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Straightforward Fees

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Download one of our free guides.

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Get more Insights

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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.

[/vc_column_text][/vc_column_inner][/vc_row_inner][vc_tta_accordion style=”flat” shape=”square” spacing=”15″ gap=”10″ active_section=”0″ collapsible_all=”true” css=”.vc_custom_1490205206182{margin-right: 0px !important;margin-left: 0px !important;}”][vc_tta_section title=”What are you going to do with my money?” tab_id=”1490199387871-b84c6dff-dc37″][vc_column_text]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.[/vc_column_text][/vc_tta_section][vc_tta_section title=”Can you handle the complexity of my situation?” tab_id=”1490199387978-9111ba9c-b475″][vc_column_text]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.[/vc_column_text][/vc_tta_section][vc_tta_section title=”How can you make my life easier?” tab_id=”1490200582517-1044376e-c0bd”][vc_column_text]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.[/vc_column_text][/vc_tta_section][/vc_tta_accordion][/vc_column][/vc_row][vc_row][vc_column][vc_empty_space height=”30″ el_id=”survey-section”][vc_column_text]

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

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By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?

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Next
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How to get started.

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1. Schedule an appointment

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2. Meet with us for a custom listening session

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3. Get your personalized strategy

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Schedule an appointment    Watch Video

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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.

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    First Name*

    Last Name*

    Email*

    Phone Number*

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    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

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    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

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    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

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    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

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    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

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    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

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    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

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    Insights

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

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    Blog
    Five Reasons Your IRA is Deflating, and ...

    By Craig Lemoine, Director of Consumer Investment Research Stocks, bonds and mutual funds have had a rocky start to the year. The S&P 500, a broad measure of the United States stock market, was down 4.6% over the first quarter. Mutual funds holding stocks and bonds have also lost value. These losses are jarring following an outstanding 2021, where the S&P 500 gained just under 30%.

    Read More
    Market Commentary
    Market Commentary: U.S. Markets Rally But ...

    U.S. stocks rallied after Russia invaded Ukraine on Thursday. The news that the initial sanctions wouldn’t target Russian energy exports to Europe reduced concerns about a European economic slowdown. While global markets declined last week, the U.S. finished higher even though the S&P 500 moved by more than 1% on all four trading days.

    Read More
    Video
    Prioritizing Your Estate Plan

    Watch this webinar hosted by Carson’s Vice President of Trust Services, Sarah Duey, and Senior Wealth Planner, Tom Fridrich, as they cover how to prioritize your estate plan.

    Read More
    Infographic
    10 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 Infographic

    Read More
    Tax-Loss Harvesting
    Monthly Newsletter
    Any Time is Tax-Loss Harvesting Time

    Published by Kevin Oleszewski As the end of the year approaches, we start to think more and more about our tax picture. What boxes can we check to reduce our taxable income? Tax-loss harvesting is one such approach. A tax-efficient way to rebalance your portfolio, tax-loss harvesting can help you offset earnings and get back to your target allocation. Tax-loss harvesting is traditionally thought of as an end-of-year event, because it can help you minimize your tax bill.

    Read More
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    Blog post

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    Weekly Market Commentary

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