TradeWell is a boutique financial planning and professional services firm that has the unique advantage of offering a wide variety of collaborative services all under one roof! We are the only firm in northern Indiana that takes the “Family Office” approach that is usually reserved for the super-affluent. We feature attorneys who specialize in elder law, tax advisors to help you make sense of complicated tax matters, insurance professionals to help you to manage your risk, and investment advisor representatives to pull it all together and help you better plan for a successful retirement.