Your Needs Are Unique.
You Need a Plan That Is Too.
Successful businesses know they should consider hiring a CFO to help preserve, manage and build their assets—and your personal finances are no different!
With a high net worth comes increased complexity and the need for multi-faceted wealth management. Without someone looking at the whole picture, you may be taking on unnecessary risk or missing out on substantial opportunities.
We put you on the path toward success with experience in tax planning, estate planning, portfolio management, insurance, and more.
Work toward your future with a planning team focused on YOUR goals.
Financial Confidence
You will feel confident with a wealth plan focused on your personal goals and values.
Enjoy Greater Stability
We aim to build your assets to work toward future goals.
a Trusted Partner
We’ll act as the guide and accountability partner you need in working toward better results.
A Comprehensive Process
The iWealth process ensures you know exactly where you are, where you’re going, and most important—how you get there.
A Servant’s Heart
We help our clients stay true to their values, by staying true to our own- being humble, hard-working. Trustworthy, and client-centered.
A CFO’s Vision
The iWealth Private Client Group offers dedicated, individual care to a select group of clients who want a true CFO for their personal finances.
When Is The Right Time?
When you’re ready to add a CFO to your team, let’s sit down and get to know each other. We’ll start with a no-cost, 90-minute meet-and-greet where we’ll complete your total client profile. If you’re a good fit for the iWealth Private Client Group, we’ll schedule another meeting to get your plan started.
If you’re not quite ready to schedule your discovery meeting, sign up to receive our free resources on how you can make the smart financial decisions in these key situations:
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Want To See How It Works?
Choosing a CFO to help work toward your future must be based on a relationship of trust—which is why we always get to know you first!
We invite you to check out our 5-step process.
Discovery Meeting
Investment Plan Meeting
Mutual Commitment Meeting
45-Day Follow-up Meeting
Regular Progress Meetings
Discovery Meeting
Investment Plan Meeting
Mutual Commitment Meeting
45-Day Follow-up Meeting
Regular Progress Meetings
Click below to explore further and see how we take the process at a pace that gives you complete transparency into how we work, how the process can work for you, and how we can work toward your future goals.
