We specialize in creating Written Investment Programs for our clients.
Financial Services - Indianapolis, Indiana, United States
We specialize in creating Written Investment Programs for our clients. Employees
We specialize in creating Written Investment Programs for our clients. Details
Welcome to your first step in creating a "written investment program" for you and your family!Wealth Management Partners, LLC (WMP, LLC) is an INDEPENDENT fee based, financial planning firm located on the northeast side of Indianapolis. Kevin Olvaney, President of WMP, LLC is an investment advisory representative (IAR). Our firm will take the time to understand your personal and professional goals. As your financial planner, we will help you gain a better understanding of the financial concepts behind investing, tax, retirement, wealth preservation and estate planning. One of the benefits of working with an independent firm like WMP, LLC is our ability to provide clear, easily understood explanations of financial products and services. The personalized written program that we can provide is a road map to working toward a more secure financial future. Our fee based accounts are held at Schwab Institutional. If you would like to know more, contact us at 317-570-5555 or kolvaney@hirep.net.Securities and Advisory Services offered through HARBOUR INVESTMENTS, INC. Member SPIC Securities licensed in AZ, CA, GA, IN, IL, KY, MI, MA, TX, WA, & CO.
