Wealth Management


There is a significant difference between having investments and effectively managing them. Investment management requires a well-constructed investment strategy designed to meet all of your financial requirements and long-term goals. Proper investment management includes constant portfolio monitoring to adapt to varying market factors and account for shifting investment environments. Having a sound investment strategy in place will support your goals as well as enhance your overall financial health.

At Independence Financial Advisors, our team of wealth management professionals will work with you to create customized portfolios that are rooted in research and analytics and take into account your financial needs and risk tolerances. Through our proactive focus on asset relocation, you can trust in our ability to keep overall costs low while helping you make the necessary investment decisions and adjustments to achieve the greatest results.

To learn more about our wealth management services and how we can create a personalized portfolio for you, contact us to schedule a complimentary consultation.