Independence Wealth Management is a fee based wealth management practice providing timely, objective advice to clients. The advice is based on the client’s unique personal and financial qualities. Independence Wealth Management clients are individuals, families and businesses who prefer the personalized service and attention of a small firm. Our independent status ensures we have full access to the entire universe of investment options, financial planning tools and high quality research that some larger proprietary “street” firms may not offer.
- I commit to provide advice which is specific to the client’s unique needs and which is not based on any one product or service.
- I commit to clear, consistent communication which includes relevant information and honest appraisals of the current market and the client’s portfolio.
- I commit to clients to provide ongoing monitoring and restructuring of their portfolios.
- I commit to transparency in fees.
The founding principle of Independence Wealth Management is that no two clients are alike. Each client deserves and requires an understanding of their unique qualities to ensure advice is tailored to their needs.
If you have any questions about Independence Wealth Management or wish to schedule an appointment, email or give us a call at (267) 392-5405.