iWealth Private Client Group:
Finance and wealth management that makes your life easier.
Develop financial goals that end the worry. Build a plan that gives you confidence
Focus on your values
In our discovery meeting, we’ll discuss the values you hold dear. This helps us generate a roadmap focused on your success.
Develop your goals
After determining where you’re at, we’ll build from your unique Square One and develop financial goals that take aim at your lifetime goals.
Enjoy peace of mind
With iWealth as your family’s CFO, you’ll have the peace and confidence of knowing you have experts on your team protecting your future.
How does iWealth work?
The iWealth Private Client Group is an exclusive program for those with $1M+ of investable assets that focuses on building your legacy in a way that fits YOU. It all starts with the total client profile we’ll build for you in our initial discovery meeting. This will:
- Highlight what makes you tick
- Create goals from your interests
- Reorganize your complex financials
After this first vital step, we’ll have the details needed to provide recommendation for investments and better spending and savings strategies.
We take the investing potential you’ve built and work through wealth enhancement, complicated wealth transfers, and charitable giving to ensure your money is working for you—toward goals that are important to you and your family.
We Integrate The 5 Key Areas Of Financial Planning:
Investment Consulting
Reviewing and addressing rates of returns, asset allocation, and current risk.
Wealth Enhancement
Effective income tax management with tax-efficient, tax-deferred, and tax-free investing.
Wealth Transfer
Custom retirement plans and allocation of resources to ensure achievement of your life’s goals.
Wealth Preservation
Cash flow analysis and strategies to ensure asset and debt management.
Charitable Giving
Beneficial distribution options to ensure assets go to future generations and/or charities.
What Makes iWealth Different?
A CFO For The Family
We realized a while ago that family finances, especially for those with complex estates, can be run just like a business. iWealth applies that strategy to your lifelong growth.
Experts Helping Experts
iWealth Private Client Group has esteemed experts on its team—and in its circle of peers. With lawyers and accountants with decades of total experience, your money is in capable hands.
A Path Beyond Investing
Most financial advisors assess your situation, hand you a plan, and take their consulting fee. Once our plan is in your hands, that’s when iWealth’s process starts. Our goal is your long-term success.
