Broker Check

Wealth Management

At IAS, we believe in a holistic approach to wealth management that goes beyond investment management. We take the time to understand our clients’ unique circumstances, financial aspirations, and risk tolerance. With this deep understanding, we develop tailored strategies and solutions to optimize wealth accumulation, preservation, and transfer. 

Investment Management

Our experienced team of investment professionals leverage in-depth research, market insights, and a disciplined approach to construct and manage diversified investment portfolios aligned with our clients’ objectives and their tolerance for market volatility. We continuously monitor and adjust portfolios to seize opportunities and mitigate risks.

Portfolio Design

The IAS team works with each client to understand their unique goals, needs and tolerance for market volatility.

  • Portfolios are individually built and managed by our team
  • Portfolios utilize securities we research and investment strategies appropriate for each client
  • We can explain what we own, why we own it and how our client benefits

Portfolio Management

We help you avoid mistakes common to many investors. Working with input from our clients we provide:

  • Implementation of a personalized investment strategy
  • Security due diligence and selection
  • Ongoing discretionary portfolio management
  • Re-balancing of portfolio to allocation strategy 
  • Management of the portfolio for tax efficiency
  • Detailed portfolio and performance reporting

Financial Planning

We provide comprehensive financial planning services to help clients establish clear financial goals, develop actionable plans, and track progress towards achieving them. Our service encompass:

  • Tax Planning
  • Wills and Estate Planning*
  • Charitable Giving
  • Educational Planning & Funding
  • Real-Estate Transactions*
  • Healthcare Issues*
  • Medicare Enrollment
  • Career Transition
  • Cash Flow Management
  • Social Security Claiming Strategies
  • Retirement Issues
  • Insurance Needs*

*We work with Strategic Partners to provide a solution

Retirement Planning

We specialize in helping clients plan for a secure and fulfilling retirement. We analyze income sources, assess retirement expenses, and design strategies to optimize retirement savings, Social Security benefits, and pension plans. Our goal is to ensure our clients enjoy a comfortable retirement lifestyle.

  • Pension Payout Analysis (Annuity vs. Lump Sum, Survivor Benefits, Timing)
  • Specialized NUA Analysis
  • Supplemental Incentives Analysis
  • Executive Benefit Plan Analysis
  • Roth Conversion Analysis
  • Cash Flow Planning & Tax-Efficient Strategies
  • In-House Tax Planning 
  • Social Security Maximization
  • Wealth Transfer Strategies
  • Health Insurance & Medicare Guidance
  • 401(k) Rollover

Have inquiries regarding the pursuit of your financial success? Feel free to contact us by filling out the form below, and a member of our team will reach out to you.  Let's begin your path to financial success together!

Thank you!