Team Strength: Muncie
Private Wealth Advisors: Muncie Team
THE MEANING BEHIND YOUR MONEY: A PERSONALIZED APPROACH TO MANAGING YOUR ASSETS
In our founding location and current headquarters, our Private Wealth Advisors team serves individuals, families as well as the close-knit Muncie business community. The city possesses a strong industrial history that is reflected in our PWA client list. Muncie is also home to Ball State University. In tandem with the city’s higher education heritage, the Muncie PWA team manages many philanthropic accounts – including some which provide scholarships that make college degrees accessible for students with strong academic records or financial need. We are proud of our legacy in Delaware county.
Wealth management is complicated.
Even setting aside the intricate intersection of tax, accounting, and legal factors, there’s still another equally elaborate element: protecting and building your assets is deeply emotional.
Between the lines of your balance sheet or hiding somewhere in your holding is a strong and loving desire to protect your family and their future, or to ensure the legacy of those who built the wealth you now oversee.
Your First Merchants Private Wealth team understands this delicate balance. It’s why our first action is to listen. Yes, we’ll have a few conscientious, clarifying questions, but all for the end purpose of understanding the finite details of your assets as well as the infinite hopes and dreams behind them.
Taking all we’ve heard into consideration, we formulate your adaptive plan. It will be based on solid and time-tested strategies, but with the flexibility to respond to changing times and shifting market factors. We’ll also consult with external legal and financial experts as needed, testing and refining your plan based on their expertise and viewpoints.
Your First Merchants Private Wealth team has the talent, experience, and resources needed to attentively craft the ideal plan for securing your family’s future by preserving and growing your assets. We’ll accomplish this by standing committed to a single goal: helping you prosper.
TEAM STATEMENT
We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging.
