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Cate Brunton Luc Group
510 E. 96th Street
Suite 500
Indianapolis IN 46240
(317) 848.2140
(317) 848.2140
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Our guiding principles of independence, transparency, and objectivity are what we think distinguish us from our competitors. We strive to always be at the forefront of investment consulting as a result of being strong advocates for our clients.
Our guiding principles of independence, transparency, and objectivity are what we think distinguish us from our competitors. We strive to always be at the forefront of investment consulting as a result of being strong advocates for our clients.
Cate Brunton Luc Group
Welcome
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, we can help create a strategy as flexible as today's changing market conditions, and we can provide access to the investment insights of Merrill as well as the banking convenience and lending solutions of Bank of America. We will work to help you pursue your goals through personalized wealth management strategies.
Recognition
John Cate
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2018, 2020-2025
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Barron's "Top 100 Institutional Consulting Teams", 2021-2025
(Published annually in April. Rankings based on data as of December 31 of prior year.)
Show More Recognitions
Forbes "Best-in-State Wealth Advisors", 2018, 2020-2025
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Barron's "Top 100 Institutional Consulting Teams", 2021-2025
(Published annually in April. Rankings based on data as of December 31 of prior year.)
Barron's "Top 1,200 Financial Advisors", 2009-2011, 2013-2025
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Barron's "Top 100 Financial Advisors", 2020-2025
(Published annually Mar – April. Rankings based on data as of December 31 of prior year.)
Forbes “Best-in-State Wealth Management Teams”, 2023-2025
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Financial Times “401 Top Retirement Advisers”, 2015-2016, 2018
(Published annually May – Oct. Rankings based on data as of Dec 31 of prior year.)
Show more recognition
Cate Brunton Luc Group
Barron's "Top 100 Institutional Consulting Teams", 2021-2025
(Published annually in April. Rankings based on data as of December 31 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2023-2025
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Events
We believe that your investments should be a reflection of you — your life, your priorities, your goals. As your dedicated advisor, we will get to know what matters most to you and help you define your goals. We use this understanding to help you build a customized financial strategy and offer consistent, personalized advice. Combined with professional management, you can stay on the right path towards pursuing your long-term objectives.
Meet Our Team
Eric Brunton,
CFP®, CIMA®, CKP®, CPFA®
Managing Director, Wealth Management Advisor
317.848.2145
317.848.2145
Robert Scheele,
AWMA™, CFP®, CPFA®, SE-AWMA™
First Vice President, Wealth Management Advisor
317.706.6907
317.706.6907
Mandy J Cothron
Officer, Registered Senior Wealth Management Client Associate
317.848.2146
317.848.2146
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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.