At Independent Wealth Management, we serve as your financial advocate, helping you to optimize the financial decisions that impact your life. We work with you to coordinate the implementation of financial strategies that tie all of your goals together through a seamless and comprehensive process. We will proactively adjust your strategic plan enabling you to rest easy knowing you have a team behind you to make adjustments as conditions change.
As your personal CFO and financial advocate, our goal is to uncover opportunities to improve your financial life. Our holistic approach to financial planning & wealth management is driven by your unique time horizon, financial objectives, risk preferences and tax considerations. We are here to understand your needs, respond to your concerns, and build a lasting and rewarding relationship that enables the achievement of your dreams.
As your personal CFO and financial advocate, our goal is to uncover opportunities to improve your financial life. Our holistic approach to financial planning & wealth management is driven by your unique time horizon, financial objectives, risk preferences and tax considerations. We are here to understand your needs, respond to your concerns, and build a lasting and rewarding relationship that enables the achievement of your dreams.
Services
Financial Planning & Wealth Management Services: At Independent Wealth Management, we partner with individuals & families, corporate executives and entrepreneurs to help inspire the development of plans to live fuller lives. Our process helps to bring financial clarity, enabling you to understand how best to pursue your dreams.
From achieving financial security and educating your children to purchasing a dream home or vacation property, life is filled with tough financial choices. These cross-road decisions are not made easily but can have a profound impact on the quality of your life. Our process can help bring financial clarity to the decisions you are faced with each day.
As a corporate executive, it may be likely that you have the benefit of additional financial tools that can be used in the pursuit of your ideal financial life. With these tools come great responsibility in selecting strategies best suited for your unique goals. From deferred compensation plans to employee stock options, our process can help bring financial clarity to the decisions unique to corporate executives.
As a successful entrepreneur, it is not easy to optimize your financial decision making because frankly, there are usually so many conflicting decisions to make. As your personal CFO, our job is to help integrate your business with the pursuit of your personal goals. Business owner financial planning & wealth management can help you pursue your goals.
Independent Wealth Management partners with you in the development of company sponsored benefits and retirement plans. From selecting the right retirement plan for your needs and choosing providers to the implementation of the plan and monitoring results, IWM serves as an advocate every step of the way.
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