Indianapolis, IN Office

4Wealth Advisors provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio management (discretionary and non‑discretionary), modular and comprehensive financial planning, and pension consulting services designed to assist plan fiduciaries under ERISA.

Advisory services are delivered through customized portfolios, predefined strategies, and firm model portfolios, and the firm may employ one or more sub‑advisers; accounts are monitored continuously and reviewed at least annually. 4Wealth uses a range of analytical methods — including charting, technical and cyclical analysis — and may implement short‑term trading, options, margin, and short selling where suitable for a client’s objectives, with corresponding risk disclosures.

Distinctive features include an affiliation with an accounting firm (4Wealth CPAS, LLC) and an affiliated insurance entity, and several advisory personnel also act as registered representatives or owners of other registered investment advisers, creating integrated referral and service pathways not common among peers. The firm also notes operational and compliance actions (for example, moving clients to lower‑cost mutual fund share classes and reimbursing prior 12b‑1 fees) and participates in institutional custody programs that provide research and execution resources.