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Strategic Financial Guidance Built Around Your Goals

You've built something worth protecting, and now you need a strategy that reflects where you're headed. We take the time to understand your priorities before recommending anything, so the plan we build is actually yours.

What We DoInstitutional Resources.
Personal Attention.

The financial world has become increasingly complex, and generic advice doesn't account for your specific situation. You need clarity on how to protect what you've built, grow it strategically, and position it for the future without second-guessing every decision. We provide the guidance, investment strategies, and insurance solutions typically reserved for larger portfolios, tailored to your goals and backed by a long-term partnership.

Who We HelpPeople Who Want to Get It Right

We work with people who take their financial futures seriously and want a partner who does the same.

Pre-Retirees

You're focused on protecting your lifestyle and making sure retirement income will last without running out.

Business Owners and Executives

You need guidance on executive compensation, employee retirement plans, equity positions, and balancing business needs with personal wealth goals.

Aspiring Professionals Building Wealth

You're in the accumulation phase and want strategic advice to protect what you're building while planning ahead.

How We HelpAdvice First. Products Second.

The services below address the most critical planning needs for people approaching or in retirement, business owners, and those building wealth. Each area connects to the others, which is why we take a comprehensive approach.

Retirement Income Planning

Retirement Income Planning

Turning accumulated assets into reliable income requires a withdrawal strategy that accounts for taxes, market risk, and making your money last.

Long-Term Care Planning

Long-Term Care Planning

Medical and care costs can deplete assets quickly. We help you evaluate insurance options and self-funding strategies to protect your wealth.

Executive Compensation & Business Owner Guidance

Executive Compensation & Business Owner Guidance

Stock options, deferred comp, and complex benefits require specialized planning. We translate these into clear decisions and tax-efficient strategies for you.

Retirement Income Planning

Investment Management

Portfolio strategies designed to grow wealth while managing downside risk, with ongoing adjustments as your timeline and goals change over the years.

Long-Term Care Planning

Estate & Legacy Planning

Structuring how your wealth transfers to minimize taxes, avoid probate complications, and reflect your values for the next generation or charitable causes.

Who We AreIndependent Practice. Institutional Backing.

Big Lion Wealth Management was founded in 2023 and is led by Clinton Gruettert, operating as an independent practice with access to the resources and scale of MassMutual. This structure allows us to build customized strategies while leveraging institutional-level technology, compliance infrastructure, and investment platforms typically reserved for larger organizations.

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Clinton Gruettert’s Credentials

Professional Designations:

Our Values
Our Process
Our History
Our Values
Our History
Our Process

Licenses:

Series 7, 6, 62, 63, 65 | Life, Health, Property, Casualty, Long-Term Care, Annuities

Our ProcessStrategic. Collaborative. Tailored to You.


1. Discovery Meeting

We start by understanding your situation, concerns, and goals before making any recommendations or discussing specific products.


2. Recommended Next Steps

Based on what we learn, we outline a path forward and what additional information would be helpful.


3. Information Gathering

If you agree to move forward, we collect the necessary details to build a comprehensive plan for you.


4. Strategy Development

We create formal recommendations or a full financial plan that addresses your specific goals with appropriate solutions and strategies.


5. Implementation & Ongoing Partnership

Once your plan is in place, we meet regularly to adjust strategies as your life, goals, and circumstances evolve.

Retirement ResourcesRelated Retirement Content

Retirement Accounts When You Change Your Job

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.
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Retirement Realities

Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
Learn More
Understanding Qualified Charitable Distributions

Understanding Qualified Charitable Distributions

Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
Learn More

Contact UsReady to Get Started?

The first step is a conversation. Reach out to schedule an initial meeting where we can discuss your situation, answer your questions, and determine if we're the right fit to work together.

8888 Keystone Crossing
Suite 1600
Indianapolis, IN 46240

30 South Wacker Drive
Suite 2700
Chicago, IL 60606

info@biglionwealth.com
317-208-6313
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