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Indianapolis (Castleton) Office

Our Indianapolis wealth management office in the Castleton area delivers nationally backed financial guidance with an approach shaped by the priorities of Central Indiana clients.

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Castleton Office: 5750 Castle Creek Pkwy N. Dr., Suite 170 Indianapolis, IN 46250

M-F 8:30 AM - 5:00 PM

Contact Castleton Office

5750 Castle Creek Pkwy N. Dr., Suite 170 Indianapolis, IN 46250

M-F 8:30 AM - 5:00 PM

We Know Indianapolis

Indianapolis has emerged as one of the Midwest’s most dynamic cities, driven by a diversified economy spanning life sciences, technology, logistics, and a growing entrepreneurial community. Our Castleton-area team understands the financial needs of Indianapolis professionals, business owners, and families; from equity and retirement planning to the estate and tax considerations that come with accumulating wealth in Indiana’s growing economic environment. Our Indianapolis financial advisors bring skilled, comprehensive guidance informed by genuine familiarity with this community.

Wealth Management Services in Indianapolis

Our Indianapolis financial advisors deliver comprehensive wealth management incorporating investment solutions, tax planning, estate planning, and risk management strategies.

Contact Castleton Office

Wealth Management >

The financial lives of high-net-worth individuals are complicated. We understand the unique challenges you face and offer integrated planning solutions to grow, protect, and preserve your wealth across generations.

Investment Solutions >

Investing is a long-term commitment to your financial well-being. It’s about growing and safeguarding your wealth. Our disciplined, goal-oriented approach ensures your portfolio remains resilient in the face of market and economic fluctuations.

Estate & Gift Planning >

Our sophisticated estate and wealth transfer strategies help you preserve your legacy while helping minimize tax burdens. Every recommendation is tailored to your specific needs, leveraging our extensive knowledge of estate, trust, gift, and tax regulations.

Financial Planning >

Successfully navigating the financial challenges that come with wealth necessitates planning, relevant advice, and a financial advisor who’s always in your corner. Cerity Partners provides all three.

Insurance Planning & Risk Management >

Safeguard the financial security you and your loved ones have built. We assess your current risk exposure and develop customized strategies designed to protect the most vulnerable areas of your financial life.

Tax Planning & Preparation >

We design and implement tax optimization strategies, including the creation of detailed tax projections and the preparation of personal, trust, and business tax returns.

Our Team of Financial Advisors in Indianapolis

Our Indianapolis Castleton team serves as fiduciaries, accessing Cerity Partners’ national resources and applying specialized experience to help clients pursue their most important financial goals.

Meet Our Full Castleton Team

Our Latest Insights

James Lebenthal and Rita Lee

Economic and Market Outlooks

Webinar Recording: Economic Outlook Amid Global Uncertainty

March 25, 2026 - Join members of the Investment Office for a timely discussion on market volatility, private credit, and artificial intelligence.

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

March 23, 2026 - President Trump walked back his ultimatum to Iran over the Strait of Hormuz, but uncertainty remains about the crisis’s resolution, with lasting damage to energy…

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

March 16, 2026 - The upcoming FOMC meeting will be closely watched as investors seek clarity on how the Fed plans to navigate the inflationary pressures of an energy…

Additional Nearby Office

Keystone

2920 E 96th Street Indianapolis, IN 46240

Our Indianapolis wealth management office along the Keystone corridor connects clients to the resources of a national firm through financial guidance that reflects the character of Central Indiana.

Contact Keystone Office

Your Introduction to a Trusted Financial Partner Awaits

Contact Castleton Office

Our Castleton office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

Castleton Office

5750 Castle Creek Pkwy N. Dr., Suite 170

Indianapolis, IN 46250

Contact Our Castleton Office

Call Us: (212) 202-1810

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