wealth management

Wealth Management & Legal Services in Geist, Indiana


At Full Suite Wealth, we proudly serve clients in Geist, Indiana with a tailored, concierge-level approach to wealth management and legal planning. Located near one of the most prestigious waterfront communities in Central Indiana, Geist is home to successful professionals who value privacy, performance, and personalized service.


Whether you're a business owner, physician, or approaching retirement, our integrated financial and legal solutions are designed to help you grow income, reduce taxes, and secure your legacy.



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.

Serving the Affluent Community of Geist

Geist residents understand the value of protecting what they’ve built. We work with clients who are beyond traditional financial advice and want strategies that offer real performance and measurable value.



Our core services in Geist include:

  • Advanced Wealth Management: Strategies that prioritize passive income, downside protection, and long-term growth.

  • Options-Based Income Generation: Generate additional income from your portfolio through intelligent, low-risk options trading strategies.

  • Estate and Legacy Planning: Legal services that align with your wealth goals and help pass on assets effectively and tax-efficiently.

  • Trustee and Legal Services: Full-suite legal support, all under one roof with your wealth advisor.

Boutique-Level Client Experience: We educate, empower, and execute—so you can focus on what matters most.

Why Geist Residents Choose Full Suite Wealth

Our clients in Geist are:

  • High-income earners with complex financial needs

  • Professionals approaching retirement and seeking passive income

  • Families needing integrated legal and wealth planning

  • Investors frustrated by lackluster, generic advice

We provide a more dynamic, transparent, and efficient alternative to traditional financial firms—so your portfolio works harder for you.

Why Choose Full Suite Wealth?

  • Income-Focused Investment Strategies
     Our options-based strategies often generate income that exceeds annual advisory fees—making our services a net-zero cost in many cases.

  • Integrated Legal and Financial Planning
     You don’t need to juggle multiple professionals. We handle your investments, estate, and trust planning in one coordinated plan.

  • Deep Client Relationships
     We deliver high-touch, personalized service with clear communication and total transparency.

  • Data-Driven, Educational Approach
    We simplify complex strategies and keep you informed—empowering you to make confident financial decisions.

  • What types of clients do you work with in Geist?

    Our options strategies are designed for income and risk management—not speculation. We use data and discipline to make smart, controlled decisions.

  • Do you offer legal services in-house?

    Yes. We provide estate planning, trust formation, and other legal services as part of our integrated wealth strategy.

  • Do you offer legal services in-house?

    Yes. We provide estate planning, trust formation, and other legal services as part of our integrated wealth strategy.

  • 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