Independent Wealth Management LLC

Independent Wealth Management LLC is a financial advisory firm based in Kenosha, WI, dedicated to helping individuals, families, corporate executives, entrepreneurs, and retirement plans optimize their financial decisions. With a holistic approach to financial planning and wealth management, they strive to simplify the complexities of their clients' financial lives, offering services such as personal wealth planning, investment management, tax and estate planning, insurance risk management, and corporate retirement plan services.

As a trusted financial advocate, Independent Wealth Management works closely with their clients to understand their unique goals and dreams, providing comprehensive strategies that tie all aspects of their financial lives together. With a team of experienced professionals, they proactively adjust strategic plans to adapt to changing conditions, ensuring their clients can rest easy knowing they have a dedicated team behind them. With a focus on building lasting and rewarding relationships, Independent Wealth Management is committed to helping their clients achieve their financial dreams.

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