Our wealth planning services help you maximize wealth by integrating tax, investment and insurance
strategies
into one synchronized, individualized roadmap to total financial success.
We take the time to learn about your needs and gather pertinent information, analyzing it in light
of your
goals.
Our investment team provides highly qualified and specialized investment management services for
high net
worth individuals. The investment process centers on creating an individualized portfolio of
investments
to meet each client’s needs and circumstances.
Safeguarding your interests is the only priority for our team of trust administrators and portfolio
managers.
You can feel safe knowing we are caring for your assets according to your instructions. We will
also
fully explain other options available to you and how those alternatives may fit into your overall
financial
plan.
You've saved for retirement for years. Now that retirement is approaching or is here, what do you
do?
Financial Planning is not a one-time set it and forget it event. We will work with you to adjust
your approach
over time as your investment life circumstances change.
Investment and securities information presented herein is unique to Old National Wealth Management’s approach to investment management. All information and opinions have been obtained from sources believed to be reliable and current at the time of publication, but are not guaranteed and do not claim to be a complete statement of all material factors. Examples or other representations made herein are for illustrative purposes and are not intended to be specific legal, tax, or investment advice and do not represent a solicitation.
Investments and strategies that may be presented may not be suitable for all investors. Old National Wealth Management Client Advisors and Portfolio Managers will work with interested parties to execute plans developed in consultation with their attorney or tax advisor.
The comments, views and opinions expressed herein are those of the author and Old National Wealth Management. From time-to-time, Old National Bancorp affiliates may issue reports or have opinions that are inconsistent with, and reach different conclusions from, this report. Old National Bancorp and its affiliates do not accept any liability for any direct, indirect or consequential damages or losses arising from any use of this report or its contents.
Investment instruments utilized by Old National Wealth Management are not FDIC insured, are not deposits or other obligations of Old National Wealth Management, Old National Bank, its parent company or affiliates, and involve investment risk including the possible loss of principal invested.
The material contained in this report may not be copied, reproduced, republished, posted, transmitted or otherwise distributed without prior written permission.
