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Sectors

Accounting Firm

Independent Wealth Management

Financial life planning and wealth management firm covering investments, tax, estate, insurance and retirement plans

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About Independent Wealth Management

Independent Wealth Management is a financial planning firm that acts as an adviser and advocate for its clients. It treats planning as broader than investing and starts by learning what the client wants from life.

What Independent Wealth Management offers

Financial life planning: a coordinated strategy that ties a client's goals together.
Wealth management: portfolios shaped by time horizon, risk preferences and tax considerations.
Tax and estate planning: support with the tax side of decisions.
Insurance and risk management: protection planning.
Corporate retirement plan services: assistance for employers running retirement plans.

Customers and markets

Individuals and families seeking ongoing financial guidance, as well as employers who need help with company retirement plans.

Key facts

Credentials: clients can be connected with a Certified Financial Planner
Tools: an eMoney online financial life guide for clients
Approach: plans are adjusted as conditions change

Profile written by TrustList from the business's own published information, Oct 2026.

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