

Our goal is to provide clients with freedom. Perhaps it’s the freedom to never wonder if you will outlive your money. Or the freedom of knowing you have an estate to pass on to loved ones. Whatever your freedom means, we guide business owners, pre-retirees and retirees through every aspect of their financial lives.
Our clients work with us for different reasons. Some choose us for our investment knowledge that comes from years of experience and extensive education. Others appreciate our attentiveness to their needs whenever they arise.
We incorporate The WiSE AdvantageTM and offer a client experience that is unprecedented.
Click here to see what our clients say about The WiSE AdvantageTM
Download our free whitepaper to see how a proper tax and estate plan works with you and your business throughout its life cycle to ensure you are maximizing wealth and minimizing taxes.
IG Target Education Portfolios make saving for post-secondary education easier and less stressful, so you can focus on your child’s more immediate firsts.
IG’s Chief Investment Strategist, Philip Petursson, discusses what he expects to see in the equity and fixed income markets, as well as the broader economy, in 2023.
Not getting the financial advice you need? You definitely deserve s’more. A real financial plan from IG Wealth Management is more than investments. We also help with tax strategies, mortgages, retirement, estate planning, insurance.