At iWealth we know that what you’ve built over the years is your future. Money, assets, investments—it is all in service to this future and you need someone to organized it.
That’s why you need a CFO. Your family can benefit from it just like an successful business. Our research shows that having those guardrails and that financial experience can keep you and your finances safe and growing.
The iWealth Private Client Group has been set up for a select handful of high net worth clients. With a higher net worth comes increased complexity and the need for multi-faceted financial planning and wealth management. Whether you’re here on someone’s recommendation or just looking for a second opinion, we are excited to share our process with you.
What Makes iWealth Different?
A CFO approach for your family
Family finances are just like a business and can be just as complex. That’s why we offer our maximum services to any wealth management situation. Our clients deserve the best in organization and planning.
An extended network of experts on hand
iWealth Private Client Group has grown strong industry connections with experts over years of creating the best financial plans. Clients don’t just get iWealth, they get the iWealth network.
A partnership for financial success
Our goal is your long-term success. Many financial advisors assess a financial situation, give a few tips, and call it a day. iWealth’s process starts at advice and continues on through years of financial partnership.
Our aim is to serve you as an accountability partner who keeps you on the right path and maximizes what you have.
The cost for our financial planning services can be assessed in 1 of 3 ways:
AUM
Assets under management (AUM) fees are determined based on the total amount of assets managed by iWealth, per our fee schedule. Fees are set at a flat rate based on the amount invested and reassessed annually.
Hourly
For projects where an hourly rate is quoted, we provide a preliminary time estimate and “project” cost, prior to initiating any work. A summary of time and activities will accompany any invoice for services provided on an hourly basis.
By Project
All Financial Planning Services provided upon your request, must be accompanied by a signed Financial Planning Agreement. For a full list of our services, please click here. Please contact our office for a listing of fees.
