Question 1

What services does Independent Wealth Management offer?

Accepted Answer

Independent Wealth Management offers a range of financial life planning services, including personal wealth planning, investment management, tax and estate planning, insurance and risk management, and corporate retirement plan services. The firm works with individuals, families, corporate executives, and entrepreneurs to help them optimize their financial decisions and achieve their unique financial goals.

Question 2

How does Independent Wealth Management work with clients?

Accepted Answer

Independent Wealth Management takes a holistic approach to financial planning and wealth management. The firm works closely with clients to understand their unique dreams, time horizons, financial objectives, risk preferences, and tax considerations. The firm then coordinates the implementation of tailored financial strategies to help clients achieve their goals through a seamless and comprehensive process.

Question 3

What is the role of Independent Wealth Management as a client's financial advocate?

Accepted Answer

As a client's financial advocate, Independent Wealth Management acts as a personal CFO, proactively adjusting the client's strategic plan as conditions change. The firm's goal is to uncover opportunities to improve the client's financial life by simplifying the complexities and enabling the client to rest easy, knowing they have a dedicated team working to make the necessary adjustments.

Question 4

How does Independent Wealth Management ensure the security of client information?

Accepted Answer

Independent Wealth Management takes cybersecurity very seriously and wants to make clients aware that the firm will never contact them or prospective clients via WhatsApp, nor will it conduct business through WhatsApp. The firm is committed to protecting the privacy and security of client information and encourages clients to contact them directly using the provided contact information.

Question 5

What sets Independent Wealth Management apart from other financial planning and wealth management firms?

Accepted Answer

Independent Wealth Management's unique approach to financial life planning goes beyond just investments and portfolios. The firm works to understand the individual's dreams and goals, and then coordinates the implementation of financial strategies that tie all of those goals together through a seamless and comprehensive process. The firm's holistic approach is driven by the client's specific needs and aims to simplify the complexities of their financial life.

Independent Wealth Management

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Frequently Asked Questions about Independent Wealth Management

What services does Independent Wealth Management offer?

How does Independent Wealth Management work with clients?

What is the role of Independent Wealth Management as a client's financial advocate?

How does Independent Wealth Management ensure the security of client information?

What sets Independent Wealth Management apart from other financial planning and wealth management firms?

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