Our Services

Wealth Management Services

“Go confidently in the direction of your dreams. Live the life you have imagined”

- Henry David Thoreau 

At Independence Advisors, you'll articulate and progress toward your financial and life goals. You will achieve this through a consultative process with a team of experts in investment consulting, wealth enhancement, wealth transfer, wealth protection, and charitable giving.

You will receive the resources and attention you deserve because Independence Advisors accepts no more than 225 client relationships. The firm's minimum account size is $2,000,000 although exceptions can be made on a case by case basis. 

• Investment counseling matches your goals with a portfolio structured to reach those goals with the greatest degree of predictability.
• Wealth enhancement reduces taxes on your portfolio through investment selection, asset placement, and tax-advantaged management strategies.
• Wealth transfer provides for your assets to flow eventually to those who are most important to you.
• Wealth protection ensures your assets are not unfairly taken from you.
• Charitable giving helps you to better support your causes.