
Your Priorities
Solutions for the long-term and every new turn.
You have personal goals or aspirations when it comes to your financial well-being, all of which can evolve as you move through life. Through the Old National Wealth Management service models, we have the right strategies and expertise to help you pursue those dreams - no matter how big or small. Look to us to help build your financial roadmap when it comes to working toward your short- and long-term goals.
Wealth Management & PRIVATE Wealth Management Services
Through Old National Investments1
Planning for retirement
We’ll listen - identifying your retirement goals and understanding your risk tolerance – to create the right financial plan to get you on the path toward achieving financial security.
Saving for college
It’s never too soon to begin planning for a college education. An Old National Investments Wealth Advisor can help you navigate the nuances of 529 Plan accounts, as well as other investment options, to ensure you’re prepared for the future.
Opening your first investment account
Through the Investment Strategies Team, we’ll walk you through the process and help you choose the right investment solutions to build your financial portfolio and manage it the way you prefer.
Managing your investments on your own
Through Old National Investments, we offer a sophisticated, digital platform to help you manage your portfolio exactly the way you want with 24/7 access and online advice when needed.
Consolidating investment and retirement accounts
When you’re looking to consolidate various 401(k) accounts, IRAs or other investment accounts, turn to the Wealth Advisors at Old National Investments to simplify your portfolio.
RESERVE Wealth Management Services
Custom solutions for complex financial needs
Protecting your wealth and legacy
Preserving and protecting your assets and ensuring your family’s financial well-being are areas where we have a proven track record for helping our clients effectively manage the ever-changing composition of resources.
Preparing an estate for your heirs/transferring wealth
Planning for the distribution and management of your estate is about peace of mind—both for you and for your family and heirs. Put your trust in our personalized services to prepare to settle your estate with ease.
Transferring a business to loved ones
As you consider the succession plan for your business(es), let our team be your experienced guide in navigating your complex financial needs.
Choose the service model below to connect with a local wealth advisor who can walk you through the Old National Wealth Management suite of services. We’ll work with you to determine the best approach based on your needs and financial goals.
Designed for clients in the entry phase of investing, saving, and planning for their financial future; or for clients who desire a self-service approach to online investing.
Designed for clients who are planning for retirement, growing assets and/or planning for other major life events.
Designed for clients with diverse and complex financial priorities; those with a need for robust asset management who are focused on preserving and building wealth.