Indigo Private Wealth

Indigo Private Wealth provides financial planning, portfolio management and advisory services to individuals, families, high‑net‑worth clients, small businesses and retirement plans. Its offerings include comprehensive financial planning and consultation across areas such as investment planning, retirement and estate planning, tax and corporate structure review, education funding, debt and mortgage analysis, and periodic investment advice, supplemented by educational workshops.

The firm describes a globally diversified, long‑term approach that blends fundamental, technical and cyclical analysis and typically builds portfolios from ETFs, mutual funds, individual bonds and stocks, with at least quarterly review and rebalancing. It frequently engages independent third‑party investment managers, conducts due diligence on their strategies and monitors underlying holdings, and provides ERISA §3(21) retirement plan advisory services rather than acting as a plan investment manager.

Noteworthy for a firm in its regulatory category, Indigo Private Wealth offers financial planning on both fixed‑fee and hourly bases and explicitly handles the selection and oversight of other advisers for client assets — services that are statistically uncommon among firms with no active registered advisors. The brochure also highlights atypical advisory topics (for example, cost segregation studies, corporate structure work and life coaching), notes it does not act as a private fund adviser, and reports no assets under management as of the brochure date.