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Our Process

No two people are the same. Our deep financial knowledge and broad life experience informs our every decision with only one goal in mind: your ideal future. At Indigo Wealth Management, we’re excited to help you prepare for every eventuality, no matter what.

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Our Services

Your financial future should be uniquely your own. We believe every person deserves access to sound, informed financial advice. Regardless of your situation, risk tolerance, and goals, we’re ready to help you prepare for the future. Come rain or shine, together we’ll encourage your investments to grow for years to come.

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Your Goals
Your Dreams
Your Future

Dreams can come true, but they don’t build themselves. You have to build your dreams from the ground up. The best futures are achieved through naturally diverse investments. Like the strongest of trees, the seeds you plant today will lead to a lush canopy of comfort, shelter and protection.

Organic growth underlies all that we do at Indigo Wealth Management.  Together, we’ll design a holistic roadmap that starts with the future you want and ends with your dream retirement.  Our approach is designed to help your retirement weather the harshest of storms.

Your Goals, Our Strategies

Discover an array of services for all your financial needs.

  • Investment Management

    Smart investing starts with a goal, not an amount. At Indigo Wealth Management, our comprehensive investment and planning process is what sets us apart from others.  

  • Wealth Management

    Constant and attentive asset management catered to you and your financial goals.

  • Retirement Planning

    Enjoy the fruits of your labor.  We’ll create a plan custom to your goals so you can be confident in the retirement you are building.

  • Estate Planning

    Estate planning is so much more than drawing up a will.  A well-designed estate plan can help you minimize potential \taxes and ensure your wealth is transferred according to your wishes.

  • Insurance Planning

    We can create the insurance strategy you need.  Protect your family from the financial consequences of life’s unexpected events with our help.

Helpful Content

Articles, videos, and more for a more financially savvy you.

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
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Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.
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