Already have a plan?
Get a no-cost, no-obligation second look!
Ask 10 wealth managers to define wealth management and you’ll almost certainly get 10 different answers. But that doesn’t mean all 10 truly maximize your assets.
Get a second look at your plan and custom recommendations from iWealth to see if there’s more you could be doing.
What To Expect With Our Second Opinion Service
We approach each new engagement with our consultative process. This allows us to have an open dialogue in which we explore every client’s values and goals while working with them to tailor a plan to help pursue those dreams.
We’ll take time to get to know you, your values, and your goals. We’ll cover:
Investment Consulting
- Asset allocation
- Portfolio management
- Manager due diligence
- Risk evaluation
- Performance analysis
Advanced Planning
- Wealth enhancement, including cash flow management and tax minimization
- Wealth transfer
- Wealth protection
- Charitable giving
Relationship Management
- Regularly schedule calls, reviews, and in-person meetings
- Team of professionals, including legal, tax, insurance, and investment advisors
Understand Where You’re At
You get our Total Client Profile: a holistic look at your finances right now.
Make Sure You’re On The Right Path
Confirm your money works for you. Don’t settle for a plan that “works well enough.”
Ensure you have a Trusted Partner
After the profile, iWealth can point you to experts that may fit you better, if needed.
Let’s make sure you have a CFO’s vision guiding your planning.
Our focus is on seeing your assets grow and helping you protect your future.
We’re happy to do a complimentary review of your plan. If needed, we’ll suggest ways we can help or recommend another provider if we, or your current advisors, are not a good fit for your needs.
Either way, you will receive a total client profile and a personalized analysis of your current situation so you can move forward with confidence and peace of mind. Let’s get started today!
