Managing money is more than simply trading stocks and bonds. It's planning of life's milestones, in your life and in the lives of those you care about most. We invest the time to understand your goals and the discipline to manage your assets accordingly.
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.
The financial experts of Old National Wealth Management pledge to deliver financial advice and services that are exclusively to the benefit of our clients. Through the life of our relationship, we will serve your financial needs without compromise. Our process, decisions and results are regulated by governmental agencies and frequently reviewed to ensure we uphold every aspect of U.S. financial regulations.
We offer clients direct access to a local advisor as well as the expertise of an extensive regional team providing you unparalleled wealth management services. Your client advisor will take the time to get to know you and will follow a personal approach to understanding your dreams. Once we understand your aspirations, our investment management team will create an investment portfolio to achieve your unique objectives.
Old National has been providing investment services to families and businesses since 1907. When working with Old National, you will receive expert advice from our extensive team of investment managers, Certified Financial Planners, legal counsel, Certified Public Accountants, Certified Trust and Financial Advisors, and Chartered Financial Analysts. Their only focus is delivering the right financial solutions for your needs.
Community is at the heart of all we do. Our community roots run deep and are firmly planted in traditional values like volunteerism and leadership. All of us at Old National are dedicated to being active partners in the communities we serve and are committed to making them the best places to live and work.
We maintain the highest ethical standards when it comes to serving your needs. Old National has been named one of the World’s Most Ethical Companies™ by the Ethisphere Institute for five consecutive years, making us one of only two U.S. banks to receive that honor. Our associates’ commitment to acting ethically and with integrity is what allows us to earn your trust and your business.
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.