About Us

At Covered Bridge, we are committed to fostering meaningful connections within the Wealth & Asset Management industry. Our online presence serves as a dedicated platform for banking relationships, compliance adherence, and collaboration among industry colleagues. Rooted in expertise and guided by integrity, our mission is to facilitate engagement with potential partners, collaborators, and fellow professionals in the realms of investments and philanthropic initiatives. By providing a secure and interactive space, we empower our shareholder families to navigate the complex landscape of wealth management with confidence, ensuring a prosperous and purpose-driven future. At Covered Bridge, we recognize the profound impact that philanthropy can have on society. As part of our commitment to making a positive difference, we seek to establish robust initiatives that focus on promoting collaboration and supporting community programs.

FAMILY OFFICE WEALTH MANAGEMENT

At Covered Bridge, our distinctive approach to family wealth management extends far beyond traditional financial services. We have established a unique and unparalleled position in the industry by integrating a dedicated lifestyle team with an on-site Family Services coordination team, providing a 360 °degree wealth and lifestyle management approach.

OVERVIEW

OUR APPROACH

Discover our unique approach to wealth management that goes beyond traditional investment strategies. Our team of seasoned financial experts combines innovation with unwavering compliance and transparency to ensure your lasting financial success.

WEALTH MANAGEMENT

Discover our innovative 360° Wealth Management approach that goes beyond traditional investment strategies. With a commitment to excellence, security, and personalized service, our seasoned financial experts ensure your lasting financial legacy.

OUR SERVICES

Explore our comprehensive range of services designed to cover every aspect of your financial well-being. From investment management to estate planning, our personalized solutions are tailored to meet your unique needs and goals.

What sets us apart

DEDICATED LIFESTYLE TEAM

At Covered Bridge, we believe in enhancing every aspect of your life through our integrated lifestyle team, dedicated to curating personalized experiences aligned with your values and aspirations.

ENRICHING EXPERIENCES

We empower wealth to enrich life's most fulfilling experiences with curated travel, entertainment, culture, and exclusivity through our dedicated lifestyle team.

LIFE & HOME MANAGEMENT

Our lifestyle team simplifies daily life, handling everything from household management to event coordination, reducing your stress and freeing up your time.

HEALTHCARE ADVOCACY

Elevate your well-being with our healthcare advocacy services, connecting you to top-tier medical experts and premier healthcare providers for the highest standard of care.

SECURITY

Your security and privacy are our top priorities; we provide advanced protection for your personal information and valuable assets.

WELLNESS & EDUCATION

We prioritize holistic well-being, offering wellness programs, mental health resources, and education for a balanced, fulfilling lifestyle.

programs

GENESIS CBSPV

Unlock consistent growth and financial flexibility with the Genesis Fund CBSPV, delivering conservative strategies and compounding returns, all while ensuring liquidity and security for our members.

BRIGHTLINE-BUY SELL

Maximize your financial growth and security with the Overnight Exit Buy-Sell procedure, enabling clients to effortlessly obtain bank-grade paper at a discounted rate while ensuring profitability through seamless transactions under trusted bank custody.

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Get Started Today!

Reach out with any questions or to set up a meeting to discover the best path to your financial freedom!

Covered Bridge

8888 Keystone Crossing Blvd, Suite 1300, Indianapolis, Indiana 46240

SOCIAL

Covered Bridge