Waypoint Wealth Counsel

J.P. Morgan Private Bank

J.P. Morgan Private Bank delivers customized wealth management advice and solutions to individuals and their families, leveraging our broad capabilities in investing, family office management, philanthropy, lending, fiduciary services and special advisory services to help our clients advance toward their own particular goals.

Schutte Financial

Schutte Capital is an award-winning financial advisor and fiduciary offering custom wealth management planning and leading investments. Our accelerated returns fund has achieved top performance and continues to be a great investment option for individuals looking to enhance their financial portfolios. We understand the importance of properly allocating funds in order to accomplish your objectives and goals. We are committed to providing you with personalized advice based on your individual needs and circumstances. Our experienced team will work closely with you to develop a plan that is tailored to reduce taxes, protect assets and maximize income. We offer a wide selection of investments, along with ongoing monitoring and periodic reviews to make sure your portfolio is performing as expected and meeting your current financial needs. At Schutte Capital, we are dedicated to helping you navigate all of your financial decisions, while preserving and protecting your hard-earned money. Visit us at SchutteCapital.com to find out more about our services and how we can assist you with your wealth management needs.

Cornerstone Wealth

At Cornerstone Wealth, we strive to provide comprehensive wealth management advice to individuals, families, and businesses. Our team of dedicated advisors and staff are passionate about helping our clients reach their financial goals. We take pride in providing independent and transparent advice, building strong client relationships that last for generations. Our services include creating customized portfolios tailored to each client's unique needs, offering comprehensive guidance on investments, estate planning, taxes, insurance, and more. We also offer a team-based approach, with each advisor collaborating to maximize the value of all our client's assets. Our commitment to accountability ensures that all of our clients receive the best possible advice and service.

J.P. Morgan Private Bank

J.P. Morgan Private Bank delivers customized wealth management advice and solutions to individuals and their families, leveraging our broad capabilities in investing, family office management, philanthropy, lending, fiduciary services and special advisory services to help our clients advance toward their own particular goals. This is not a Chase branch. No ATM available.

Cathay Bank

Established in 1962, Cathay Bank is a subsidiary of Cathay General Bancorp and offers a wide range of financial services. The bank's branches are located across the United States and also in Hong Kong and Taiwan. In the U.S., there are 33 branches in California, 12 in New York, three in Illinois, three in Washington, two in Texas, one in Maryland, one in Massachusetts, one in Nevada, one in New Jersey and one in Hong Kong. A representative office is situated in Taipei and another in Shanghai. FDIC insurance coverage is limited to deposit accounts at the domestic branches in the U.S. Cathay Bank has established a strong presence in the U.S. and overseas, providing customers with a wide range of services. Customers can benefit from tailored banking solutions such as checking and savings accounts, loans, and wealth management advice. The bank also offers online and mobile banking services, allowing customers to manage their accounts wherever they are. Furthermore, Cathay Bank's team of experienced bankers is available to provide financial advice and guidance.

Ferguson Wellman Capital Management

Ferguson Wellman Capital Management has been providing private investment advisory services since 1975. Our mission is to serve the financial needs of families, individuals, corporate and union retirement plans and nonprofit organizations. We strive to provide our clients with the best tailored portfolio management solutions, wealth management advice, institutional services, and financial planning. To become a client, there is a minimum portfolio amount of $3 million for Ferguson Wellman and $750,000 for West Bearing. We have a team of specialists in each area to ensure that all of our clients receive the best service possible. If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.

Strategic Wealth Designers

Strategic Wealth Designers is an independent financial planning firm in Indianapolis, IN. Our certified advisors provide dedicated retirement and wealth management advice. We specialize in retirement planning, financial advising, and investment strategy. Allow us to take care of all your financial needs.You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.

Strategic Wealth Designers

Strategic Wealth Designers is a financial planning firm located in Indianapolis, IN that provides fiduciary retirement and wealth management advice. Our certified advisors are ready to assist you with all your retirement planning, financial advising, and investment strategy needs.If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.