Who We Are

Every decision we make is shaped by a clear sense of purpose: to provide strategic financial planning and investment portfolio management to a diverse clientele so they can live their best retirement.

We’re honored by the trust our clients place in us - usually over many years and generations - that sees their financial lives thoughtfully prepared for, lived, and honored from pre-retirement through generational legacy.

We help individuals and couples who are seeking a long-term, dedicated, and reliable financial advisory team to work with them proactively to prepare for, transition into, and navigate retirement.

Our clients value thoughtful guidance, disciplined strategy, technical expertise, and a relationship built on consistency and trust. We strive every day to deliver this and more. We’re proud to be a woman-owned, independent advisory firm.

Meet the Team

  • Joanna Habegger, MSW, CTFA, CEPA, BPC

    Joanna Habegger, MSW, CTFA, CEPA, BPC

    PRINCIPAL | WEALTH ADVISOR

  • Carson Rogers, BPC

    Carson Rogers, BPC

    LICENSED CLIENT SERVICE ASSOCIATE

  • Sandy Settle, CPA

    Sandy Settle, CPA

    TAX PLANNING COORDINATOR

Personalized service, Institutional power.

Invite Wealth Management delivers a personalized wealth management experience by combining attentive, specialized service with the enterprise-level capabilities of Prosperity Capital Advisors.

Your Wealth, Holistically Managed with More Resources

How Our Partnership Works

Invite Wealth Management: our independent team works directly with you to deliver personalized planning, guidance, and investment management.

Prosperity Capital Advisors: serves as the Registered Investment Adviser providing regulatory oversight, fiduciary compliance, and a connected network of expertise.

You Benefit from both sophisticated financial tools and individualized attention.

The Power of Partnership: Combining Personalized Service with Institutional Strength

Our strategic partnership with Prosperity Capital Advisors creates a wealth management experience that delivers the best of both worlds - the elevated experience you get with a boutique firm but with premium planning capabilities at scale.

Investment Excellence

  • Institutional Fund Access & Pricing

  • Dedicated Investment Committee

  • Advanced Tax Optimization

  • Best Execution Trade Protocol

  • Enhanced Monitoring

Personalized service, Institutional power. Proud to be a woman-owned, independent financial advisory firm in Carmel, Indiana.

Technology & Planning Resources

  • Advanced Planning Tools

  • Secure Organization

  • Integrated Solutions

  • Enhanced Volatility & Risk Management

Personalized service, Institutional power. Proud to be a woman-owned, independent financial advisory firm in Carmel, Indiana.
Personalized service, Institutional power. Proud to be a woman-owned, independent financial advisory firm in Carmel, Indiana.

Enhanced Client Experience

  • Local Understanding

  • Specialized Insights

  • Fiduciary Standard

Our Core Beliefs

1) We believe in the power of compounding.

Over time, thoughtful decisions and consistent actions have the power to create meaningful and lasting outcomes.

2) We believe in making informed, intentional, proactive decisions.

A well-considered plan brings clarity to today’s decisions and direction to the future you’re building.

3) We believe in the pursuit of excellence.

We value discipline, refinement, and continuous improvement. Knowing lasting success comes not from perfection but is built over time, not achieved all at once.

Ready to Move Forward? Let’s Connect

We’ll set up a complementary appointment to learn more about your current financial needs and questions.