Team profile

Personalized wealth strategies and life planning.

We partner with you to design a financial life plan, focusing your efforts and helping you become more confident in managing your goals and objectives. Designed to provide strategies for both every day and generational wealth management, we personalize our approach to meet the specific needs of successful individuals, families, and business owners. We continually monitor and report on progress made toward your life goals, updating your Purposeful Wealth Path as needed based on changes in your fiscal environment.

Areas of focus

  • Small Business
  • Business Retirement Plans
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Retirement Income Strategies
  • Investment Management
  • Sustainable and Responsible Investing

Awards & recognition

  • Violetta Terpeluk, Five Star Wealth Manager, 2012-2014, 2016, 2017, 2019-2023
  • Violetta Terpeluk, Ameriprise Client Experience Award, 2021

The INDIGO Client Experience

Our name is more than a collection of letters—it’s a commitment, a philosophy, a way of doing business that differentiates us from the rest.

I = Individualized Plan
Customization of personal, family & business life plans.

N = Natural Cadence
Ongoing, proactive seasonal client servicing synchronized with your financial life plan.

D = De-Risking
Mitigate risks to help protect your wealth.

I = Implementation
Accountability for actions and outcomes; support of your financial plan.

G = Goal-based Investing
Investment strategies to help improve your goal-achievement probability.

O = Orchestration
Team collaboration, providing synergistic advice & execution.

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