At IAA Wealth Management we specialize in providing personalized wealth solutions across all aspects of financial planning. Our clients include high net-worth families, foundations, private institutions, and professional athletes. With experience in investments, retirement planning, institutional advising, education planning, tax-conscious investing, complex estate planning, risk management and insurance, we are exceptionally equipped to help your financial plan succeed.
Leveraging our diversified team of specialists with over 100 combined years of industry experience you receive a team based advisor approach, not a single individual or multiple individuals with separate agendas, trying to fit you into their product or service set. We proactively involve your tax professional and attorney to integrate all facets of your financial life.
Our boutique structure enables us to provide advanced planning strategies not typically available with traditional brokerage firms. These strategies can be tailored to provide tax-deferral/mitigation, risk reduction and expanded access beyond conventional financial planning.