Wealth Management Services

Wealth management means tackling all of your wealth-related issues in a coordinated way. This increases the likelihood that you’ll achieve your goals.

At Independence Advisors, we employ a comprehensive set of services aimed at helping you articulate and progress toward your financial and personal objectives. You can think of it as a formula:

Wealth Management = Investment Consulting + Advanced Planning + Relationship Management

relationship management


Investment Consulting

Our investment approach always starts with evaluating your unique goals and circumstances and then customizing a portfolio designed to give you the best chance of meeting your goals.

advanced planning

Advanced Planning

This addresses coordination of important non-investment issues, including tax management, estate planning, asset protection, and charitable giving.

Relationship Management

Developing an effective working relationship with you and your outside advisors is critical to ongoing wealth management success. You’re unique, so we tailor our style to the way you like to do business.

Every wealth management plan we develop goes beyond just investments to address the following aspects that we believe set the foundation for formulating a complete financial plan.


investment counseling
Retirement Planning:
to match your goals with a portfolio structured to reach those goals with the greatest degree of predictability.
wealth protection
Wealth Protection:
to ensure your assets are not unfairly taken from you.
wealth enhancement
Tax Planning:
to reduce taxes on your portfolio through investment selection, asset placement, and tax-advantaged management strategies.


charitable giving
Giving Back:
to help you to better support your causes.
wealth transfer
Wealth Transfer:
to provide for your assets to flow eventually to those who are most important to you.
We consider all of these elements essential pieces of a well-balanced, effective wealth management strategy, and develop your plan to address each in the most optimal way.

Are You Ready to Get Started On Your Path to Independence?

Talk to our team today to learn how »

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

Henry David Thoreau