Independent Wealth Management
Your financial goals are as unique as your journey—whether it’s funding higher education, retiring on your terms, or building a lasting legacy for your heirs.
At Independent Wealth Management, we provide a comprehensive, full-service financial consulting and wealth management program tailored to help you achieve what matters most. Our team of experts works alongside you to craft a personalized strategy, giving you the confidence and clarity to pursue your aspirations with purpose.
Let us help you turn your goals into reality.
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.
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.