iWealth Managers
Financial Services - , ,
iWealth Managers Employees
iWealth Managers Details
The iWealth DifferenceWe are different because our clients always come first. We believe that every client has the right to be advised and guided by their best interests and needs. Most major Wall Street brokerage firms focus more on reaching their quarterly goals in order to satisfy their shareholders. Because of this, the products and strategies pushed to clients are often times not necessary or even beneficial. Our mission is to serve our clients in a fiduciary capacity by understanding each client's background, financial situation and goals. By doing so, we are able to strategically develop long-term planning that acts upon the client's best interests and goals; yet nimble enough to adjust to modern day global influences. We are passionate to educate our clients about ways to hedge against market volatility while building long term gains. Sharing highly-relevant information that will server people well in the long run is something we're proud of. We break down complex terms and strategies for better understanding. That way, we are able to create effective communication and transparency which is crucial for a long term business relationship. The market has undergone vast changes. What used to work doesn't necessarily mean it still works today. Everything rapidly changes on a day-day basis. There needs to be active and passive management strategies in place. That's where iWealth Managers' come in. Our Approach• Carefully analyze the client's current situation.• Discover what's important to the client and what are their short and long term goals.• Strategically establish the best plan for each client by offering the best strategies that correlate with the current market condition. We strive to take advantage of current market conditions and find a way to counter market volatility while still working on our client's needs.• Execute the plan.• Monitor and review the plan. (Active Management)
