Helping You Pursue True Wealth

True wealth is more than just money. It’s freely living your life. It’s making sure your next generation will have a legacy. It’s time spent well. It’s confidence in your future.

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    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)?

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    We Are Your

    Coach

    We’re not just financial advisors. We’re here to coach you through the most important parts of your life so nothing keeps you from your goals.

    Accountability Partner

    One of the most difficult parts of planning is ensuring you follow through. We help you stay on track at every stage of life, regardless of changes, victories or challenges.

    Advocate

    We don’t just create a roadmap – we help you get there. We identify and communicate what should take priority and guide you each step of the way.
    Services

    What We Do

    The passion of our financial advisors is to help people from all walks of life find their own vision of true wealth. That means helping you define what true wealth looks like for you, putting a plan in place to help you pursue your vision, then helping you maintain the true wealth you’ve achieved.

    Portfolio Management

    Rebalancing, asset allocation, We take a multi-faceted approach to managing your investments using a process built on discipline and driving repeatable, consistent results.

    Financial Planning

    Our team of financial advisors will design a plan to evaluate your current financial situation and direct you toward true financial freedom.

    Tax Planning

    Asset location, tax loss harvesting, Roth IRA conversion analysis. You should decide when and how you want to pay taxes. We help give you that control.

    Estate Planning

    Review with existing attorney or recommendation of new attorney, trust services, will review. Let’s plan your legacy rather than just letting it happen.

    Risk Management

    Expert risk analysis, risk identification, multiple-scenario analysis. Your portfolio should fit your comfort level and life stage. Let’s customize for what success looks like to you.

    Retirement Planning

    Required minimum distribution planning, Social Security analysis, insurance review and recommendations. Retirement finance is complex, and we help to make it simple for you.

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    Find an

    Aptus Wealth Planning Location

    Indianapolis, IN

    600 E. 96th Street, Suite 130

    Pittsburgh

    1 Bigelow Square
    20th Floor

    Sewickley

    409 Broad Street
    Suite 130