Independent Wealth Connections (IWC) is a financial services startup founded in 2009. The company's mission is to provide cost-effective wealth planning and management services with a client-centered approach. IWC primarily focuses on working with family-owned businesses and affluent individuals to help build, manage, preserve, and transfer wealth. The services offered include financial planning for business owners, professionals, and their families, as well as qualified and non-qualified retirement plans including ESOPs and 401Ks.
The company works in collaboration with LPL Financial, Member FINRA/SIPC, with its financial consultants being registered representatives offering securities and advisory services through LPL Financial, a registered investment advisor and member of FINRA/SIPC. This association ensures a high level of professional and compliant services for clients.
It's notable that third-party posts found on IWC's profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial for accuracy or completeness. Additionally, it's emphasized that Independent Wealth Connections, LLC does not offer tax or legal advice.
IWC operates within the financial services, insurance, and wealth management industries, catering to the needs of its clients in these sectors. Although specific details regarding the startup's headquarters, last investment, and investors are currently unavailable, the company's dedicated focus on providing personalized and cost-effective wealth planning and management services positions it as an attractive investment opportunity within the ever-evolving financial services sector.
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