Our Focus


Putting Our Clients First
IAMS Wealth Management is made up of a team of financial advisors with the common goal of providing the best financial advice to clients.

Our advisors are a collaborative community that constantly seek the best solutions for our clients. Together, we’ve created a culture based on integrity, trust and teamwork. As true partners – with each other and with our clients – we’ve built IAMS to put clients first.
 
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Our Focus


Putting Our Clients First
IAMS Wealth Management is made up of a team of financial advisors with the common goal of providing the best financial advice to clients.

Our advisors are a collaborative community that constantly seek the best solutions for our clients. Together, we’ve created a culture based on integrity, trust and teamwork. As true partners – with each other and with our clients – we’ve built IAMS to put clients first.

The IAMS Investment Process


Your portfolio built around your goals

GOAL DISCOVERY

1.
This is the first and most important step when establishing a portfolio. Without an understanding of your current financial situation and what is important to you, your advisor cannot create a suitable solution for you to achieve your goals.

RISK ASSESSMENT

2.
Your advisor will conduct a thorough risk assessment to determine your appropriate risk level. This understanding will help your advisor customize a solution intended to help you reach your goals while maintaining a risk tolerance you are comfortable with.

RECOMMENDATION

3.
Your advisor will provide you with a comprehensive risk analysis of your current portfolio and present side-by-side recommendations that match your risk tolerance and can help achieve your goals.

IMPLEMENTATION

4.
Your advisor will work closely with IAMS Wealth Management to implement your customized investment strategy. IAMS will execute trades and run various quality checks to ensure that your account is properly implemented and maintained.

ONGOING REVIEW

5.
Your advisor will conduct ongoing reviews of your account to ensure that your portfolio stays focused on your goals and within your assigned risk tolerance. If your goals or risk tolerance ever change as time goes on, so can your portfolio.

Give Us A Call Today!

(888) 255-7670