Mindset Wealth Management, LLC

Mindset Wealth Management, LLC is a registered investment advisor headquartered in Indianapolis, Indiana. The firm offers continuous investment management and personalized financial planning services on a discretionary basis, meaning the team makes trades and manages portfolios on behalf of clients without needing prior approval for each individual transaction. Mindset Wealth Management utilizes a mix of equities, fixed-income securities, alternatives, and mutual funds, tailoring portfolios to each client's individual needs, time horizon, and risk tolerance. The firm employs various strategies such as fundamental analysis, technical analysis, Modern Portfolio Theory, and tactical asset allocation to pursue long-term capital growth and income. In addition to portfolio management, financial planning is included in the core investment management services to help clients map out their financial goals, retirement needs, and overall financial health. Mindset Wealth Management works primarily with individuals, high-net-worth clients, trusts, estates, and retirement plan participants.