Independent Wealth Management

You have many financial goals: paying for higher education, retiring at an early age or leaving an estate for your heirs.

We can help you reach your goals through our wealth management division—a full-service financial consulting and wealth management program.

Go to Wealth Management Portal

 

Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Advisor. Independent Wealth Management and Independent Bank are not a registered broker-dealer or Registered Investment Adviser. Independent Bank and Commonwealth are separate and unaffiliated entities.

Independent Bank and Commonwealth are engaged in a referral arrangement where Independent Bank refers potential clients to Commonwealth. Independent Bank receives a percentage of the commissions and fees, as applicable, received by Commonwealth resulting from these referrals. In instances where the Adviser is also an employee of Independent Bank, Independent Bank receives a substantial percentage of such fees and commissions. These payments create a financial incentive for Independent Bank to recommend Commonwealth over other firms where no compensation is received, resulting in material conflicts of interest. Independent Bank is not a client of Commonwealth. This referral may not be representative of the experience of others and is not a guarantee of future performance of success. To learn more about Commonwealth, search them wherever local businesses are reviewed. 

Investments are not FDIC-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.