Your Money. Your Future.

We believe in taking a holistic view of your wealth to ensure all parts work together for your success. Let us help minimize duplication and overlap so your investments work more intelligently together.

Making sense of investing on your terms.

We offer non-discretionary partnerships as well as discretionary management to ease the burden of investing decisions. Talk to us about your goals and objectives. We’ll sit down with you and identify the most appropriate solution based on your past investing experiences, decision making behavior, and desired level of involvement.

IWG Wealth Management Includes

 

  • Written Investment Policy Statement
  • Investment strategy development and implementation
  • Ongoing management* of investment portfolios, which may include mutual funds, exchange-traded funds, and individual securities
  • Monthly performance snapshot
  • Quarterly performance reports
  • Tax efficient strategies
  • Regular client communications
  • Quarterly  personal consultations, and readily available discussions as needed
  • Sensible Solutions tailored to your unique preferences and needs

Collaborative Solutions

 

If you desire ongoing participation in the financial decisions and investment transactions in your portfolio, but value having an expert advisor guiding you along the way, we offer our Non-discretionary services. As with our Discretionary Solutions, we will tailor your investments to the unique aspects of your financial picture and align with your ultimate goals in mind. But we will respect your desires to control the investment process and not transact without your authorization.

Benefits

  • Monthly Performance Report
  • Quarterly Performance Report and review
  • Your participation in the buy/sell process based on our actionable recommendations
  • Annual Gain/Loss reporting
  • Annual review of financial plan.
  • Ongoing coordination with your CPA/Attorney

Discretionary Investors

 

For many investors, the stress and anxiety associated with the investment process leads to emotional decisions and errant choices. For those individuals who prefer to avoid being on the front line we offer our Discretionary services designed to free you from the worry of day-to-day management. We will tailor the program according to your tolerance for short-term volatility and aligned with your long-term objectives, then manage your portfolio making the day to day decisions on your behalf.

Benefits

  • Monthly Performance Report
  • Quarterly Performance report and review
  • Buy/Sell decisions and transactions made on your behalf
  • Annual Gain/Loss Reporting
  • Annual review of financial plan
  • Professional portfolio management and oversight
  • Ongoing coordination with your CPA/Attorney

Fees

 

At Indelible Wealth Group we use a transparent pricing structure because we believe that your goals are more important than the revenue generated by the vehicles you’re investing in and the price you’re paying us. We apply break points to the entire balance of assets under management and do not charge different rates based on investment vehicle employed (ETF, Mutual Funds, Stocks, Bonds, CDs). We seek to minimize expenses through use of low operating expense ratio (OER) exchange traded funds (ETFs), and mutual funds. In all cases, we select funds with lower than category average OERs, and do not benefit from trailing revenues (loads/12b-1 fees) on products we recommend.

Our rates, while clearly listed in our regulatory filings, are completely negotiable based on the uniqueness of your individual needs and goals.

Contact us today to see how we can partner with you along your financial journey.

For more information, services offered, established fee rates and history, please see our Broker and Firm Check» CRD# 166864

*Portfolio management through employment of exchange traded funds (ETFs), active and passive mutual funds, and individual securities.