About
A multi-generational team working, growing, and collaborating to ensure your financial goals are achieved.
Invite Wealth Management is located in Indianapolis, Indiana.
Who We Are
Welcome.
The decision to work with a financial advisor is a substantial one.
The clients we provide the most value for say they initially reached out to us because of a personal recommendation, our understanding of the unique needs of business owners and their families, and/or a connection based on a share vision, a common experience, or a similar aspect of our journeys.
While we work with clients virtually in various parts of the country (many second generation), the majority of our clients are current/former manufacturing, farming, or other service-based business owners located in Indiana or Illinois within a three hour drive of Indianapolis.
Meet the Team
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Joanna Habegger, MSW, CTFA, CEPA
Principal | Wealth Advisor
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Paul Tingley, CFP®, CLU®, CEPA
Consultant | Exit Planning & Life Insurance Advisor
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We're Hiring. Could this be you?
Wealth Management Associate
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We're Hiring. Could this be you?
Client Service Coordinator
Designations Explained
“We are continuously learning” is one of our core values. We are dedicated to always learning more for the benefit our clients.
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A Certified Exit Planning Advisor (CEPA) isn’t just concerned with your business goals; they consider your personal and financial objectives as well. A CEPA takes a holistic approach to help you develop a business strategy that integrates all aspects of your life.
It is a professional designation offered by the Exit Planning Institute.
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A Certified Trust and Fiduciary Advisor (CTFA) offers advanced education in the areas of trusts, estates, taxes, financial planning, investments, and retirement planning - all with a fiduciary standard.
It is a professional designation offered by the American Bankers Association.
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A Certified Private Wealth Advisor (CPWA®) is a wealth manager who specifically works with high-net-worth and ultra-high-net-worth individuals, focusing on the life cycle of wealth: accumulation, preservation, and distribution. With an emphasis on understanding how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth.
It is a professional designation offered by the Investments & Wealth Institue and the faculties of Yale School of Management and University of Chicago Booth School of Business.
Joanna is currently enrolled in and pursuing this designation.
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A Certified Financial Planner (CFP®) works with clients to provide comprehensive services across a broad spectrum of financial planning concerns with a proficiency in risk management, investment, tax, retirement, income, and estate planning. Holistic planning helps clients create and maintain an actionable financial plan.
It is a professional designation offered by the Certified Financial Planner Board of Standards, Inc.
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A Chartered Life Underwriter (CLU®) is a professional who specializes in life insurance, estate planning, and business planning. It demonstrates an understanding of a broad array of personal risk management and life insurance planning issues.
It is a professional designation offered by the American College of Financial Services.
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A Master of Social Work (MSW) prepares individuals to help individuals, families, organizations, and communities meet their needs, overcome challenges, cope with personal and societal issues and improve their overall quality of life. MSWs are engaged in delivering community services, running nonprofit programs, and providing supportive counseling and private practice therapy.
The degree is earned from programs accredited by the Council on Social Work Education and prepares graduates for state licensure. Joanna obtained her MSW from the Silver School of Social Work at New York University in 2007.
“For over 20 years both as a financial advisor and social worker, I’ve been helping individuals and families strive and thrive through life’s twists, turns, milestones, and celebrations. Invite Wealth Management is a continuation of my lifelong desire to support others in growing, succeeding, and making a positive impact for the people, communities, and causes they care most about.”
~Joanna Habegger, Principal & Wealth Advisor