Founded in 2014, Transitions Wealth Management, LLC is a registered investment adviser based in Fort Wayne, Indiana. The firm operates on a fee-only and fiduciary basis, meaning it is legally obligated to act in its clients' best interests and does not earn commissions from selling financial products. Its core mission is to provide objective, personalized financial planning and investment management services, with a special focus on guiding individuals and families through significant life events such as retirement, inheritance, sale of a business, or divorce.

Founded in

United States