Who We Work With
Tribal Offices
Native American tribes have requirements that are specific to their particular region, community, and economic need. The missions can be varied and require vastly different solutions. IndiWealth will work with leaders of the community to understand their specific needs and build tailored solutions that are designed to achieve their particular objectives but with understanding that time frames are critical. IndiWealth focuses on the relationship - and we know that objectives and missions can change over time. It is our mission to regularly conduct reviews to ensure that our solutions still fit the objectives of the client.
Foundations & Endowments
Missions are the bedrock of a Foundation or Endowment. They are established for a particular purpose. To achieve that purpose, financial stability and growth is paramount. IndiWealth will offer solutions based on making your mission sustainable and prosperous over the long term. Solutions offered include cash management strategies to meet near term expenses, intermediate term offerings to meet goals like geographic expansion or defined larger capital expenditures, to long term legacy planning that ensures the mission lives on. Each of these require independent planning and solutions. IndiWealth will understand those needs and develop strategies to create success.
Individuals
Money is best used as a means to an end - and can be a tool like a hammer or a screwdriver. The mission is to use different tools to achieve a purpose. For many investors, saving for retirement is one purpose, and understanding “am I going to be ok?” is a necessity before any other actions can be implemented. Comprehensive financial planning, however, can incorporate many other missions as well including legacy creation for future generations and/or charitable giving for causes that are important to you. Proper planning that incorporates tax strategy, estate services, or specific needs like education or business ownership, allow us to target efficient methods of using the tool (money) to achieve your mission, whatever it may be.
Curious if IndiWealth is a good fit for your needs? We’ve put together a short guide on who tends to thrive with our mission-driven approach—and what might not be the right fit.