Our Clients

Building a sincere relationship with our clients is one of the most rewarding aspects of the work we do.

This synergy allows us to provide high-level strategic planning that extends well beyond the basic investment advice. Our dedication to fiduciary care means your interests come first. Our mission is to provide you with unbiased choice in products and services comprising your plan.

Our typical clients are individuals and families who value the importance of their financial health. Within IWA we have a variety of clients, including business owners, families, retirees of varying ages, couples and single individuals.

IWA delivers the high-level insights and unbiased advice.

Why Clients Choose Independence Wealth Advisors

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Treating Clients as We’d Treat Our Own Families

  • Recommendations that preserve family wealth
     
  • Assessment of health-related risks and possible future care needs
     
  • Ongoing monitoring of developments that may challenge financial health and standard of living
     
  • Bridging the gap between generations who inherit their parent’s wealth
     

Giving Clients More Confidence and Peace of Mind

  • Making unbiased investment recommendations
     
  • No conflicts of interest
     
  • Portfolio adjustments reflecting an appropriate personal level of risk
     
  • Holistic and collaborative approach with accounting and legal professionals
     

Balancing Professional and Personal Goals

  • Sound and professional advice on managing the intricate and interrelated financial issues that come with running a business
     
  • Advice and on-going strategic planning that offers clients control over their finances
     
  • Fiduciary services to help business clients maintain compliance with a set of complex and ever-changing laws
     
  • On-going evaluation and refinement of a client’s evolving financial health