Tradewell Securities, LLC.
TradeWell Securities, LLC is a boutique financial planning and professional services firm headquartered in Fort Wayne, Indiana. Founded as part of the TradeWell Tax & Financial group, the firm provides one-stop-shop retirement, investment, tax, and legal advisory services primarily for retirees and pre-retirees. TradeWell's multidisciplinary team includes EAs, attorneys, fiduciary investment advisors, tax professionals, and insurance experts. They focus on comprehensive, custom-tailored financial guidance to help clients optimize income, assets, and tax positions for retirement. The firm emphasizes coordinated, fiduciary-based advice with a strong focus on risk management, estate planning, and elder law, serving families and individuals planning for retirement or already retired.
Investment Strategy
TradeWell Securities, LLC employs a comprehensive, risk-managed, and personalized investment strategy tailored to the unique financial goals and risk tolerances of each client. The firm creates diversified portfolios designed for income generation and capital preservation, using fee-based, fiduciary advice to prioritize clients' best interests. Their investment planning integrates income planning, tax mitigation, and estate considerations, featuring ongoing monitoring and adjustments to accommodate life changes. TradeWell's approach emphasizes reducing unnecessary market risk, maximizing retirement income, and integrating tax-advantaged strategies to support clients through retirement.
Top Holdings
Equity Positions (45)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 26.70% | $63.5M | 103,361 | $541.07 | $612.38 | +$6.3M |
A AAPL | APPLE INC | 17.27% | $41.1M | 160,778 | $249.66 | $254.63 | +$7.9M |
X XLK | SELECT SECTOR SPDR TR | 10.06% | $23.9M | 84,061 | $232.48 | $281.86 | +$2.3M |
N NVDA | NVIDIA CORPORATION | 8.74% | $20.8M | 111,039 | $133.53 | $186.58 | +$3.2M |
M META | META PLATFORMS INC | 4.52% | $10.8M | 15,000 | $594.23 | $734.38 | -$246.5K |