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Cowles Wealth Partners

Welcome to the Rockefeller Global Family Office

Cowles Wealth Partners is headquartered in Indianapolis, Indiana. We’re privileged to offer comprehensive private wealth management services to ultra-high-net-worth and high-net-worth investors and their families as well as the owners of business enterprises.

With access to all that Rockefeller Capital Management has to offer, we deliver an unparalleled set of family-office services – financial and estate planning, accounting, taxes and bill pay, lifestyle advisory programs, and, for financial business transactions, strategic advisory services.

We embrace the standards established by the Rockefeller family legacy and the guardians who have skillfully helped it thrive throughout seven generations and counting. The trends they’ve weathered, the familial bonds they’ve nurtured, and the positive impact they’ve had on society are our benchmarks.

Contact us to learn more about a team that puts clients’ interests first – for the present, the future, and generations to come.


880 W Monon Green Boulevard Suite 101 Carmel, IN 46032

“What sets us apart is being entrusted with the legacies of some of the world’s most successful entrepreneurs, innovators, visionaries — and their families. Together, we view wealth not as a prize but as potential.”

Gregory J. Fleming

At Cowles Wealth Partners, our mission is to simplify and significantly improve the lives or our clients through multi-generational planning, disciplined investing, world-class service and scheduled contact, to help build and preserve wealth to enrich families and communities. We are confidantes, counselors, and navigators, dedicated to managing the complexities of wealth and the rapid pace of continual change.


Private Advisor, Managing Director


Client Associate, Vice President


Investment Analyst
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A leading private wealth practice...
Customized Investment Strategy Design

We diagnose and evaluate your financial situation and design a tailored investment strategy for you, combining long-term goals and near-term opportunities.

Portfolio Management & Optimization

We manage your complete financial ecosystem including tax & estate planning, insurance, retirement entities, and your investments.

Investment, Tax, & Legal Advisor Coordination

We work with your CPA to manage your investments in a tax-efficient manner and coordinate with your attorneys to help plan your estate, structure business transactions, and manage charitable donations.

Risk Management

We align your portfolio with your tolerance for risk and monitor your allocation for unexpected behavior in multiple market conditions.

Cash Management, Optimization, & Access

We handle all cash activity and cash equivalents including loans, banking products, and mortgages.

Ongoing Monitoring & Performance Analytics

We provide you with a high level of transparency through advanced analytics and regular meetings with our team.

merged with holistic advisory and family office services.
The Rockefeller difference is our combination of holistic and specialized services, designed to complement customized wealth planning and advisory.
  • Investment Advisory
  • Wealth Advisory
  • Family Office Solutions
  • Strategic Client Solutions
  • Trustee Services and Estate Planning
  • Philanthropic Advisory

Rockefeller Capital Management provides strategic advice to ultra-high-net worth families, family offices, individuals and corporations. Families that own businesses or are interested in purchasing a business can come to Rockefeller Capital Management for thoughtful, tailored advice on whether to sell a business, sell a portion of a business, purchase a business or grow an existing business.

Rockefeller Capital Management also works with corporations seeking customized, innovative solutions and independent advice on strategic transactions. Our focus is to deliver exceptional results for our clients through flawless execution and to help clients achieve their strategic goals.

Rockefeller Capital Management provides securities activities and services through Rockefeller Financial LLC, its registered broker-dealer, member FINRA, SIPC.

  • Differentiated, independent advice for entrepreneurs and business owners
  • Execution across private and public companies owned or operated by our clients
  • Mergers, acquisitions, divestitures, capital raises
  • Real estate advisory
  • Sports franchise advisory

Rockefeller Asset Management offers equity and fixed income strategies across active, multi-factor passive, and thematic approaches that seek outperformance over multiple market cycles, driven by a disciplined investment process and a highly collaborative team culture. Drawing on the intellectual capital built over the past 40 years, Rockefeller Asset Management offers investment solutions integrating ESG research and a constructive engagement approach.

Equity Strategies
  • We offer global, U.S., and non-U.S., thematic dedicated environmental, social and governance (“ESG”) equity strategies for institutions and individuals. A core differentiator of Rockefeller’s approach is our well established practice of constructively engaging shareholders in a way that drives long-term value creation across portfolios and improves ESG standards globally.
Fixed Income Strategies
  • We offer a range of tax-exempt and taxable fixed income strategies, serving high-net worth and family office clients. Our fixed income investment process employs an analysis of macro-economic conditions complemented by fundamental credit research set within a sophisticated risk management and portfolio construction framework.

We are pleased to offer our clients and their families special access and privileges through a handful of thoughtfully vetted and selected partners – each preeminent providers in their respective fields – providing highly personalized support on how to simplify, navigate, and elevate modern life.

Private Aviation
• A unique private aviation platform designed exclusively for Rockefeller Capital Management Clients

Private Health Advisory
• Proactive health and wellness support, travel/emergency contingency 24/7 and complete management of any health concern.

Personal Security
• A total security solution tailored to each client and location, assessing their needs and goals.

Emergency Travel Services
• The world's leading organization providing medical, security, evacuation, travel risk and crisis management services.

Art Advisory
• With access to specialists in art and collectibles globally, experts will provide guidance through the sales and acquisition process.

Next Gen Advisory
• Career and life coaching for emerging professionals, as well as health and wellness resources for young adults.

Elder Care
• A unique benefit that can help with everything related to aging, elder care or special needs.

Virtual Specialty Care
• A virtual specialty care platform that leverages sophisticated technology to curate access to a network of leading doctors across 48 US hospitals for expert insights on specific health concerns.

Once in a Lifetime Experiences
• Almost any “bucket list” wish can be fulfilled for Rockefeller clients with VIP-savvy concierge experts who can pave the way to once-in-a-lifetime experiences, whether meeting global stars, participating in iconic events, or realizing other long-held dreams.

Unique Travel Experiences
• A leading travel concierge service that offers exclusive planning and booking for Rockefeller clients seeking unforgettable vacations. Clients have access at member-only rates to unique settings and destinations with family privileges.

Purpose-Driven Wine Platform
• A leading wine-appreciation platform offering a single source for Rockefeller clients interested in fine wines, insider offers and access to unique experiences. Clients can obtain allocated, reserve, library and collector-level wines. Through the Rockefeller Live Well Do Good Membership Program, a portion of profits go to support The Ocean Foundation.

Cyber Security
• An exclusive boutique company with a proven history of providing elite cyber-protection services for all digital security needs of individuals and their families to eliminate the risk of cyberattacks.

Our Ideas
There is no Alternative
There is no Alternative
The death of the U.S. Dollar's reserve currency status is greatly exaggerated
Skirting The Maginot Line
Skirting The Maginot Line
Old-Fashioned Bank Runs in Internet Time
Canary in the coal mine
Canary in the coal mine
Rockefeller Insights
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Private Advisor, Managing Director


Trent joined Rockefeller in February of 2023 after spending thirty-one years with Merrill as a Wealth Management Advisor, Global Institutional Consultant and Senior Portfolio Manager.  He joined Merrill in 1992 after obtaining his B.A. in Economics from Indiana University with Phi Beta Kappa academic honors. Trent earned the CPWA(r) (Certified Private Wealth Advisor) certification from IMCA (r) in 2018, the CPM (r) Certified Portfolio Manager certification from the Academy of Certified Portfolio Managers in 2012, and the CIMA (r) Certified Investment Analyst certification from IMCA (r) in 2003. He applies his extensive experience to help select individual and institutional clients grow and preserve wealth to enrich families and communities. 

Trent has served the community of central Indiana in various board member and advisory capacities throughout his career and currently serves as immediate past board chair of the Harrison Center for the Arts

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Investment Analyst


Charlie Moffitt joined Rockefeller in 2023. He is an Investment Analyst focused on providing world-class service and analysis in order to help clients achieve their goals. Prior to joining the team at Rockefeller, Charlie was a member of the Financial Consultant Academy at Charles Schwab. Before starting his career in finance, Charlie graduated from Indiana University where he majored in Finance and Law, Ethics, and Decision Making at the Kelley School of Business. In Bloomington, he was also involved in the Little 500 and the school's Office of Financial Wellness and Education. 

Charlie is originally from Indianapolis, IN. He is a youth mentor, Eagle Scout, and is actively involved in the local cycling community.

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Client Associate, Vice President


Jennifer is a Client Associate and Vice President with Cowles Wealth Partners at Rockefeller Capital Management. Prior to Rockefeller, Jennifer was at Merrill from 2010 until 2023. As a Client Associate, Jennifer brings an exceptional service record and primarily caters to the administrative and transactional needs of client relationships. During her time at Merrill, she was ranked among the Top 100 Merrill Client Associates from 2014-2020. 

A Muncie, Indiana native, Jennifer graduated with honors from Ball State University. While raising her family In Indianapolis, she served on the Executive Board of the Oaklandon Youth Organization and currently gives back to the community by supporting Coburn Place and serving in her church.

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