Working Tirelessly
As Your Partner
So You Can Pursue Your Passion
Successfully meeting client goals and objectives
since 1988 by:
Wealth Management
Wealth Management for Peace of Mind
Wallington Asset Management is a boutique wealth management firm focused on customizing each client’s personal investment portfolio to create a path to financial security and peace of mind. With a multigenerational history of success, the Wallington team builds portfolios in‐house with a direct focus on each client’s specific objectives. We have a three‐decade history of successfully producing tax‐efficient, lower volatility investment portfolios for high‐net‐worth clients.
We shoulder the burden of navigating through the uncertainties of the wealth and investment landscape so you can focus your energy on pursuing your passion.
Reach Your
Reach Your Life-Stage Financial Potential
We listen to learn your unique financial and life‐stage goals. Next we apply a proven and disciplined process to construct a customized investment portfolio and strategy to help get you there. Our advisors will be a trusted advocate for you and your family.
Pre-Retirement
The accumulation of assets to sustain a desired lifestyle prior to and leading up to retirement may be one of the most important challenges facing investors.
Transitioning and Post‐Retirement
The decision to retire may be one of the most emotionally‐charged decisions individuals are called to make.
Estate Planning
Planning in advance for the controlled distribution of assets is an important issue for many high‐net‐worth individuals in achieving their desired legacy.
What Are
What Are Your Financial Concerns?
Request a complimentary consultation to review your financial goals or concerns with an advisor.
P: (317) 575-8670 F: (317) 575-8671
8900 Keystone Crossing, Suite 1015, Indianapolis, IN 46240
