Independent Wealth Management, a comprehensive financial planning and wealth management firm, provides fully integrated services with a commitment to excellence for our clients. We combine a unique blend of knowledge, integrity and passion to build, manage and preserve the assets of our clients in a highly personalized manner.
Our Mission is to enhance the quality of our clients’ lives through a partnership in the implementation of comprehensive, integrated, and unbiased wealth management solutions. Our goal is centered on building secure, long term relationships with our clients that span multiple generations.
As independent advisors, we are unencumbered by corporate affiliations and policies, allowing us to serve as client advocates, utilizing best-in-class non-proprietary technology, investments and strategies. We create personalized and innovative solutions for each client, coupled with the highest level of service, education and execution. With the complex relationships that exist between the various aspects of personal finances, our goal as our client's personal CFO is to integrate these disciplines through our seamless approach to wealth management.