About Us

The word ingenium is one of the Latin words at the root of the word engineering and means natural or innate talent.

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Our Services

You’ve worked your whole life moving towards retirement. What will retirement look like for you?

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Contact Us

Our investment advisors would be happy to answer any questions you have about your financial situation.

 

Personal Insurance

A foundational piece of your financial life is your personal insurance. Ingenium Financial can provide expert guidance to help you design and implement an insurance plan to meet your unique needs.

 

Investments

Your investment portfolio is the engine that drives you to your financial goals—retirement, college education, a vacation home, or a bucket-list trip of a lifetime. Just like driving a car, the faster you go, the more risk you’re taking.

 

Retirement Planning

Planning for your retirement is not an event or a product. It’s a process that should change and adapt as your situation changes. Ingenium Financial can help you create a clear path to your goals—one that makes you feel more secure and prepared for the future.

 

Estate Planning

With this type of preparation, you can put the tools and processes in place to protect your assets in the event of your incapacitation or death. Ingenium Financial can help you develop a plan to effectively manage your property, now and as it transitions to your heirs.

 

Business Solutions

As a small business owner, a large part—if not most—of your assets are represented by your business. That means the business is likely providing the income to support your family’s current lifestyle while also funding your retirement.

We manage assets for individuals and families, providing investment management, and financial planning services.

Blogs

If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a strategy to potentially reduce some of those taxes? It’s called tax loss harvesting, and while the term might sound complicated, it's actually a fairly simple concept that could save you money. Let’s break it down. What Is Tax Loss Harvesting? Think of your investments like a fruit-bearing tree. Some branches...
What’s the first thing you think of when it comes to money? Are your thoughts more positive or negative? Whatever’s natural to you can speak to your money mindset. 1 And that money mindset can shape your financial views and habits. It can also reveal more about your values and beliefs, not just about finance but about life in general. 1 With that, understanding your money mindset can start to highlight where it may be...