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Fort Wayne Office
10211 Auburn Park Drive
Fort Wayne, IN 46825
T: 260.376.1000
F: 260.376.1010
TF: 855.893.7992
Map and Directions
Map and Directions
Warsaw Office
1904 E. Old Road 30
Warsaw, IN 46582
T: 574.267.3004
F: 574.267.2508
TF: 888.315.3004
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Map and Directions
Garrett Office
129 S. Randolph Street
Garrett, IN 46738
T: 260.357.0081
F: 260.553.9090
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Complex, significant wealth warrants elevated support
Managing substantial wealth often requires specialized capabilities and expertise.
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Markets & Investing
Wheat, gold and the pursuit of a zero-correlation investment
For investors with appropriate risk tolerances, the measured inclusion of commodities can offer an additional dose of diversification.
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Markets & Investing
Making the most of a Roth IRA
Consider the benefits and limits associated with making post-tax contributions to an individual retirement account.
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Retirement & Longevity
Risk mitigation's crucial, complex role for wealthy families
Affluent investors should carefully consider their liquidity needs, privacy concerns and diversification strategy.
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Markets & Investing
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