Our Philosophy

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At Independent Wealth Management, our name is more than just a name; it says a lot about how we approach our clients’ wealth management needs. Because, let's face it, your wealth impacts many of the other areas of your life: where your kids or grandkids go to school, where you live, when and where you'll retire and your charitable giving, to name just a few. Here are the core values that we've developed to guide us as we guide you:

  • Care for our clients in the way we’d want for ourselves. The Golden Rule is alive and well! We believe that a relationship built on mutual respect, kindness, and compassion will serve everyone better.
     
  • Know our clients and their goals. We understand that investing is more than just a numbers game. There’s emotion involved as well. People assign different values to money and approach investing for many reasons. There is no "best" investment; your portfolio must be tailored to fit you. When we first get to know each other, we’ll ask you a lot of questions so that we can learn about you as a person. Only then can we make informed recommendations. We want to be just as excited about your dreams as you are.
     
  • Treat clients like people, not like portfolio balances. One thing you’ll notice about our firm is that we’re friendly, down to earth, and good listeners. Having been in the business a long time, we’ve encountered a myriad of attitudes toward investing—and a whole lot of market cycles (both good and bad!). We’ve got a lot of perspective that can help keep you on an even keel through the ups and downs.
     
  • Empower clients to feel confident about their decisions. You don’t have to know the difference between a REIT and a UIT when you come to see us. We’re happy to explain it to you if you’re curious. If you’re not, that’s okay, too. Some clients want to take more of a hands-on role in the investment process; others want nothing to do with it. Either way, our goal is to make sure you sleep easily at night, secure in the knowledge that your money is working effectively for you.

We take the trust our clients have placed in us very seriously and will always strive to offer you only our best. As your needs or financial picture change, we’ll work with you to adjust your course of action accordingly. We monitor your portfolio’s performance so you don’t have to worry.


Investments are not FDIC-insured, are not guaranteed by the bank, and are subject to risks, including possible loss of the principal invested.