# Remnant Wealth - **Website:** - **Primary alias:** `remnantwealth.org` ## Description Remnant Wealth is a fee-only fiduciary wealth management firm based in Carmel, Indiana, serving families and business owners who want their finances to support a meaningful life. The firm combines personalized planning with analytical methods and portfolio frameworks used in institutional investing. Its approach begins with clients’ priorities and concerns, then connects financial strategies to practical life outcomes. Services include comprehensive financial planning, investment management, tax strategy, retirement income planning, estate planning, business exit planning, and planning for NIL earnings and athletes. For business owners, Remnant Wealth offers support with valuation, deal structure, negotiations, and planning for life after a sale. Its tax work can include modeling Roth conversions, charitable giving, distributions, and income timing over multiple years. The firm also uses scenario analysis and stress testing to help clients evaluate whether a plan can meet their goals. Remnant Wealth emphasizes clarity, fiduciary responsibility, and advice without commissions. Its team includes advisors with credentials in financial planning, private wealth management, tax representation, and exit planning, bringing technical expertise to each client’s circumstances. ## Industries - 💰 Finance - 💰 Financial Planning and Management _(under Finance)_ ## Links - [facebook](https://facebook.com/profile.php?id=61585477505879) - [linkedin](https://linkedin.com/company/remnant-wealth-management) ## Logos & icons - logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idPB-nmohj/w/500/h/500/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1792616068894) - icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idPB-nmohj/w/200/h/200/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1792616068997) ## Colors | Name | Hex | Theme | | --- | --- | --- | | Laser | #c9a96f | accent | | Big Stone | #1b2a3d | dark | | Athens Gray | #e6eaef | light | ## Fonts - Montserrat — asset _(google)_ - Inter — asset _(google)_ --- _Source: _ _See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._