Our Core Values
Client First Mentality
Our business model puts you and your family at the center of every decision we make, and we keep you informed whenever changes occur—after all, it's your money and your financial plan.
Goals-Based Investing
We tailor our services, portfolio allocations, and recommendations to you and your unique situation. We are not bound to selling specific products or giving the same advice to everyone we work with. Our guidance and recommendations are personalized just for you.
Transparency
We don’t hide behind fees. We believe in clarity around our advisory fees and the investment costs we use in managing your portfolio. If we’re not the best fit for your situation, we’ll tell you — because doing right by you matters more than making a sale.
Your portfolio is managed with a strategy tailored to you. Here's a quick snapshot of what that might involve — and if you have questions or want to learn more about everything included in our investment management, we’d be happy to connect!
Customized Portfolio Tailored to You
- Access to Private Institutional Money Managers
- Systemized Portfolio Rebalancing & Trading
- Alternative Investment Options for High-Net Individuals & Families
Retirement Income Planning
- Holistic Financial Planning
- Wealth Transfers & Legacy Planning
- Cash-Flow & Debt Management
- How to get started on your financial journey
- Employer Sponsored Retirement Plan Contributions & Allocations
- Go through your General Questions & Concerns
*Legal and tax advice is general in nature. You should always consult an attorney or tax professional regarding your specific legal or tax situation. IAMS Wealth Management is not engaged in the practice of law.
Contact us and we will help you find the right advisor to fit your needs.
