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Our Core Values
iWealth was built on a foundation of Core Values.
They include acting with a servant’s heart and being:
It is our mission to help individuals that share these common values.
Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives.
Small Business Owners
Owning a business is one thing, but growing it and preserving it for the future is another thing. At iWealth, we work side-by-side with business owners to maximize their value.
95% of people work to retire someday, however they retire FROM work and TO the next phase. At iWealth, we help you get completely clear about your future and that next phase.
Most of us have families, but keeping them together for Thanksgiving dinner after you are gone is first priority. At iWealth, we help mom and dad properly set the family up for success.
With certainty we know that life events will impact all of us. From divorce, death and career changes, you need to be sure you can take these changes on and prosper as they happen. At iWealth, we partner with our clients to guide them through these inevitable life events.
Why Choose Us
We Integrate All Of The Key Areas Of Financial Planning:
We help clients make smart decisions with their money.
We help clients mitigate taxes so they keep more of what they have have.
Taking care of your family is important and we help make certain you have taken the appropriate steps to do this.
Protecting your assets from being unjustly taken through litigation or divorce is very important in your planning process.
We help clients magnify their gifts now and at death.
Today’s economic climate offers unprecedented opportunities. At iWealth, our mission is to help clients take advantage of those opportunities by guiding them along our unique processes:
An 8 step process designed and developed by iWealth to help determine and track your financial goals. Throughout the process, we will provide a well-defined road map for working toward all of your financial goals. You can expect to receive ongoing advice and professional service to help fine-tune your road map when needs change.
During our detailed discussions with you, we will uncover what your financial dreams and goals are. We will then help you attach your money to your long and short-term goals and track how their funding is progressing.
The iWealth Team consists of two Wealth Advisors and five highly qualified Client Service Assistants. Our seamless, proactive approach to client service is all about helping you save time and worry.
Over 24 years experience advising individuals, corporations, and institutional investors.
Vice President / Professional Plan Consultant™
Focus on project management and process improvement.
Processing account service requests, assisting with paperwork for clients and prospective clients
Client Services Assistant
Preparing documents for client meetings, updating client files, and assisting with client events.
Client Services Assistant
Scheduling appointments, appointment reminder and confirmation calls
LPL Registered Administrative Assistant
Coordinating the marketing efforts for iWealth and processing account service requests.
Read Our Book
Fish Don’t Clap: Planning For A Purposeful Retirement
The right kind of financial advising can help ensure that you’re not just retiring from a long and meaningful career…you’re also retiring to a purposeful and engaged life.
- The time to retire isn’t marked by just a dollar figure
- You’re retiring “to” and not “from” something
- Targeted saving helps you achieve your goals
- You can provide for your heirs in different ways, equitably
Schedule An Appointment
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