About

Working, growing, and collaborating to ensure your financial goals are achieved.

 
Wealth Advisor Carmel, IN

Invite Wealth Management is located in Carmel, 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.

We are located in Carmel, Indiana, and also work with clients virtually across the country.

Meet the Team

  • Joanna Habegger, Principal | Wealth Advisor

    Joanna Habegger, MSW, CTFA, CEPA

    Principal | Wealth Advisor

  • We're Hiring. Could this be you?

    Wealth Management Associate

  • 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.

 

  • 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.

  • 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.

  • 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