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.
Old National Wealth Management is the umbrella marketing name/logo for
wealth-related services, including Old National Investments, Old
National Private Banking and Reserve Wealth Management services. Old National Wealth Management, Old National Private Banking, and
Reserve Wealth Management are not affiliated with LPL Financial.
- Old National Investments: Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and
broker-dealer (member FINRA/SIPC.). Insurance products are offered through LPL or
its licensed affiliates. Old National Bank and Old National Investments are not registered as a
broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Old
National Investments, and may also be employees of Old National Bank. These products and services are being
offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Old National
Bank, Old National Private Banking or Old National Investments. Securities and insurance offered through LPL or
its affiliates are:
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. - Old National Private Banking: Credit products offered by Old National Bank and subject to normal credit approval. Deposit products are offered by Old National Bank. Equal Housing Lender. Member FDIC. Old National Bank is not responsible for and does not guarantee the products, services, or performance of Old National Investments.
- Reserve Wealth Management: Investment instruments utilized for Reserve Wealth Management services are not insured by the FDIC nor any other government agency, are not deposits or other obligations of Old National Reserve Wealth Management, Old National Bank, its
parent company or affiliates, and involve investment risk including the possible loss of principal invested.
Investment and securities information presented herein is unique to Old National Reserve Wealth Management’s approach to investment management. The investment strategies presented may not be suitable for all investors. Wealth Advisors and Portfolio Managers who offer Reserve Wealth Management services will work with interested parties to execute plans developed in consultation with their attorney or tax advisor.