We are stewards of the irreplaceable capital for a select group of families, small businesses and non-profits.
We believe there are four main areas of true wealth management. These areas are the growth and creation of wealth, the protection and preservation of wealth, the distribution of wealth in a lifetime and the distribution of wealth after death.
Within these four areas we believe that there are thirteen overall key issues we see in our high net worth clients. Throughout our relationship we cover these key issues one at a time in detail to make sure we are constantly evaluating our clients overall holistic financial picture.
We accomplish this locally in the town of Valparaiso, Indiana where we raise our families under the umbrella of Midwestern charm. We accomplish this nationally by having our advisors’ affiliated with the largest independent broker dealer in the nation in LPL Financial, as reported by Financial Planning magazine June 1996-2017 based on total revenue, with offices in Boston, Fort Mill and San Diego.
Our Client Code
You have worked hard to get where you are in life, and often you took the road less traveled. Despite some challenges, twists and turns, you’ve reached a level of accomplishment achieved by few. At this point in your journey, you deserve to have your assets meticulously managed by someone with exceptional expertise.
Farrall Wealth has pioneered a path in wealth management serving people like you. Our approach is refreshingly unconventional. We believe your financial plan should reflect your individuality, so we start by listening. Truly listening. We ask the right questions to understand your unique needs, goals and concerns. We then leverage decades of experience and a cache of substantial resources to customize a financial strategy for you. We call this highly individualized approach the 360 Process, and we provide an uncommon level of personalized attention each step of the way
The Farrall Wealth team pledges to preserve and cultivate your portfolio with honesty, integrity and a level of care that will exceed your expectations. We support our signature offerings with:
Leading-Edge Technology: Farrall Wealth’s robust web-based platform offers superior convenience, leading-edge functionality and multiple advanced security features. Your personal, private and secure website features a secure digital vault that tracks important documents and everything you own in a single location. The user interface is refreshingly easy to use, making it a snap to review your portfolio’s performance, create a budget and monitor cash flow with a simple click of a button. Plus, your balances re-calculate throughout the day to reflect market changes, providing a clear, concise snapshot of your portfolio. Through your personal website, you can also access interactive workshops and collaborate with your advisor in real-time. For a peek into our online platform, please watch this short video. To learn more about our commitment to your privacy and security click here.
Independent Research: Our research team provides objective analysis of mutual funds, annuities, alternative investments, equities, fixed-income securities, and more. With a focus on performance, service and transparency, our team delivers timely perspectives on the ever-changing economic marketplace and helps you understand and adjust to the latest developments.
Comprehensive Clearing and Compliance Services and Support: LPL, the nation’s largest independent broker-dealer*, custodies and clears the majority of our transactions, providing an enhanced customer experience and expedited processing — all backed by robust and responsive service center and operations organizations that deliver timely, accurate and consistent support. In addition, LPL’s 300-person compliance team oversees many diverse compliance and monitoring requirements.
Investment Choice and Flexibility – Farrall Wealth does not offer proprietary products, instead we help you objectively choose investments from many of the nation's leading financial managers.
* As reported by Financial Planning magazine, June 1996–2017, based on total revenue.