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Our Services

Wealth Management

Our firm’s expertise along with strategic partnerships, gives us the ability to provide customized wealth management solutions to our clients.

The IAS Client Portal provides a consolidated view of our client's financial life and future planning goals.  All in one easily accessible and secure location. 

Retirement Planning

IAS provides cash flow projections to answer three questions:

  • Where are you now? 
  • Where do you want to be?
  • How will you get there?

Life Planning

We welcome opportunities to help simplify the many complex financial issues that are part of our client’s everyday lives.

  • Wills and Estate Planning*
  • Charitable Giving
  • College Funding
  • Real-Estate Transactions*
  • Healthcare Issues*
  • Career Transition
  • Social Security Claiming Strategies
  • Retirement Issues
  • Insurance Needs*

             *We work with Strategic Partners to provide a solution

Portfolio Design

We work with each client to understand their unique goals, needs and risk profile.

  • 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

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 allocation to market and life changes
  • Management of the portfolio for tax efficiency
  • Detailed portfolio and performance reporting