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Optimizing Your Financial Choices

At Independent Wealth Management, we serve as your financial advocate, helping you to optimize the financial decisions that impact your life.

DISCOVERY

Tell us about you

We work to understand the unique dreams you have for your life. You are more than your money and financial life planning is more than just investments.

COORDINATION

We are your partner

We work with you to coordinate the implementation of financial strategies that tie all of your goals together through a seamless and comprehensive process.

ACTION

Let us do the heavy lifting

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.

Did You Know?

Simplifying the complexities of your financial life

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. Call us to discuss your wealth management and financial planning services needs!

Click here to get connected with a Certified Financial Planner

Personal Wealth Planning

Your goals drive each decision. Our approach will help define the direction you want your life to follow while helping you understand the impact of each financial decision you make.

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Investment Management Services

Our comprehensive investment process enables us to develop a portfolio mix that is consistent with your unique financial planning goals. Our independence and transparency allows us to serve as your financial advocate.

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Tax & Estate Planning

You have worked hard for your money. Let us work with you and other professionals to help you keep more of it.

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Insurance & Risk Management

We make you aware of the financial risks in your life and develop a detailed plan to reduce your exposure.

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Corporate Retirement Plan Services

We tailor a plan to the unique needs of your company.

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We Can Help

 Let’s begin with an introductory consultation – We want to learn more about you and what you are striving to achieve.
We will share more about our unique process for getting you there.  Contact us to schedule your confidential discussion today.

Quick Contact

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