Comprehensive Wealth Management and Legacy Planning Services

As a founding principle of our wealth management philosophy, we integrate every aspect of your financial picture into your comprehensive wealth strategy. This includes legacy planning directives that are designed to pass along your core values to the next generation.

To distinctly address the financial priorities most important to you and your family, we incorporate specialized expertise across a broad range of financial categories, concentrating only on the financial areas relevant for you today and tomorrow. Our goal is to provide a balanced and comprehensive plan that puts you on a path to help you pursue your dreams.

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We have a team of professionals with a combined 200+ years of financial planning, investment, and wealth management experience. In addition, we work together with your existing legal and accounting professionals to provide a comprehensive range of services. Contact IAG for a complimentary review of your financial plan.

The IAG Holistic Approach to Wealth Management Includes:

wealth management