A boutique wealth management agency proudly serving the Indianapolis area •
A boutique wealth management agency proudly serving the Indianapolis area •
Craft your blueprint.
Build your future.
At Wealth Haus we are committed to providing a boutique, holistic, wealth-building experience. We are passionately devoted to educating and informing our clients, allowing them to take the lead in crafting their financial blueprint.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
OUR OFFERINGS
01. Custom Build
Let’s pour the foundation. We’ll partner with you to build your financial future from the ground up.
02. Renovation
Already starting with good bones? We'll assess the framework and renovate/add-on to your existing plan.
THE WEALTH HAUS DIFFERENCE
Our Services Style
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Personally Tailored Blueprint
We believe that financial planning should be as unique as you are. Our Personally Tailored Blueprint reflects our commitment to client-centered advising, where a one-size-fits-all approach simply doesn't apply.
PERSONALLY TAILORED BLUEPRINT
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Guide Your Own Pencil
Education is at the heart of what we do. When you sit down with us, our goal is to ensure every conversation is clear and easy to understand—no financial jargon or confusion.
GUIDE YOUR OWN PENCIL
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Robust Customization
You’ll hear us say it often: one size does not fit all. Just as a custom home is designed to reflect your unique style, your financial haus is thoughtfully crafted to align perfectly with your specific goals and needs.
ROBUST CUSTOMIZATION
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Lifelong General Contracting
We prioritize meaningful relationships over cold reviews. We’re here to walk alongside you through every step of your financial journey, serving as your trusted architects and general contractors—dedicated to building and refining your financial foundation for life.
LIFELONG GENERAL CONTRACTING
Style
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OUR STORY
It all began with two friends, both financial advisors, and, as fate would have it, next-door neighbors—or almost. Greg and Clint live just two houses apart, and over time, that short walk between their homes became a well-worn path, the setting for many conversations about life, work, and their vision for serving clients.