We work closely with you to gain valuable insights into your particular situations as well as your specific financial goals.
At Independent Wealth Connections, our planning process has the rigor and comprehensiveness you would expect when trusting a firm with your financial well-being. Our financial plans, portfolios, and service models are unique to your family and your needs. We never seek to institutionalize our client relationships.
We create strategies that are tailored to your needs and goals.
We encourage our advisors to tailor solutions to their clients. Unique answers for every situation.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.