Wealth Management & Legal Services in Fishers, Indiana


Full Suite Wealth is proud to serve the Fishers, Indiana community with high-touch financial and legal services for high-net-worth individuals. As one of Indiana’s most affluent and rapidly growing suburbs, Fishers is home to professionals who demand more than cookie-cutter financial advice.


We offer a comprehensive approach to wealth management that includes portfolio income strategies, estate planning, trustee services, and advanced legal support—all tailored for professionals who value sophistication, control, and performance.



There's more

out there than

buy, hold and hope.

There's more out there than

buy, hold and hope.

We protect, grow and transfer wealth for individuals, families and their institutions. Welcome to Full Suite Wealth, a holistic service offering where customers can receive a full spectrum of planning all in one place.

Personalized Wealth Solutions for Fishers Residents

We work with clients who are serious about wealth preservation, growth, and legacy planning. Whether you’re a physician, business owner, executive, or preparing for retirement, we help you grow smarter, not harder.



Our services include:

  • Wealth Management: Custom investment strategies that prioritize tax efficiency, passive income, and capital protection.

  • Options-Based Income Generation: Generate additional income by “renting” your portfolio through options trading—an approach few advisors offer and even fewer understand.

  • Estate and Legacy Planning: Integrated legal services to protect your wealth and secure your family’s future.

  • Trustee and Legal Support: Full-service trust administration and legal guidance, under one roof.

  • Boutique-Level Service: A relationship-focused approach with clear, data-driven insights and ongoing education.


Serving Investment-Minded Professionals in Fishers

Fishers residents choose Full Suite Wealth because they’re ready for something different—something more. They are:

  • High-income professionals with complex financial needs

  • Business owners navigating growth or succession

  • Retirees seeking dependable income and estate solutions

  • Investors frustrated by lackluster returns or one-size-fits-all advice

We understand the pressures of wealth management, and we provide solutions that align with your goals, reduce tax burden, and maximize long-term outcomes.

Why Choose Full Suite Wealth?

  • Options-Based Income Strategies
    Our strategies often produce more income in 2-3 months than what most advisors charge annually.

  • Integrated Financial and Legal Services
    Avoid disjointed advice—our unified team handles your investments, trusts, and estate planning together.

  • Client-Focused Results
    Our goal is to help you grow your wealth in a way that is smarter, more efficient, and better aligned with your long-term vision.

Educational and Transparent Approach
We take the time to teach you the why behind every move, without the jargon or hard sell.

  • Are your legal and estate planning services available separately?

    Yes, our legal services are available as a standalone offering or as part of a broader financial strategy, depending on your needs.

  • What is options trading and how does it benefit my portfolio?

    Options trading is a way to generate recurring income from your existing investments. Our team uses this strategy to help clients create additional income while managing risk effectively.

  • Do I need to be a resident of Fishers to work with Full Suite Wealth?

    No. While we serve many clients in Fishers and the greater Indianapolis area, we also work with clients nationwide.

  • What makes Full Suite Wealth different from other financial advisors in Fishers?

    We combine active investment strategies, like options trading, with estate and legal services—providing a one-stop, comprehensive solution for high-net-worth clients.


  • How can I get started with Full Suite Wealth in Fishers?

    Simply schedule a discovery call. We’ll walk you through our process, learn about your goals, and explore how we can add value to your financial life.

Wouldn’t you like to make money when the market goes up and down?

Redefine what you’re told about Diversifying.

Protect and Grow Your Wealth Forever and Beyond

A Full Suite of Service

Discover a World of Opportunities in Planning. 

Whatever your goals, we'll help you craft a plan tailored to your needs.

Discover a World
of Opportunities in Planning.

Whatever your goals, we'll help you craft a plan tailored to your needs.

Trust Services

We can provide a fiduciary arrangement through which the trustee manages assets for the benefit of our clients. A trust is commonly used to transfer wealth to heirs or to favored charitable organizations.

Insurance

Risk management for your life, your business and your property.

Financial Planning

There is aptitude in planning. Experience builds better strategy, a strategy that makes sense now, not later.

Legal Services

We will provide legal services to you and your family that you need to accomplish your retirement, wealth transfer and  business goals.

Wealth Management

Wealth is created through concentration and preserved through diversification.

The Full Suite Offering

Any or all services will be available in one place. Whether it's managing your money, putting a financial plan together or legal and insurance services, we will get you started and connect experts in many fields to have one voice for the client.

Let's get started.

Contact Us

Take control of your financial Future.

Start the conversation by listing your pertinent needs.

Learn more about

Full Suite Wealth's origin story

Learn more about

Full Suite Wealth's origin story