For Employees & Plan Sponsors



When you partner with Independent Wealth Management, LLC, you’ll receive personalized consulting from a retirement plan specialist who is committed to designing the plan that meets your objectives and helps your employees achieve their long-term financial goals. We realize there is no one-size-fits-all retirement plan solution, so our support and services are tailored to fit what’s best for you and your company and will help safeguard the financial wellness of all your employees.


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  • Plan Design Consulting: Consider us an extension of your HR department; we will simplify the management of your plan, which allows you more time to focus on other aspects of your business.
  • Fiduciary know-how: We follow a disciplined process to ensures the plan is handled within the latest fiduciary guidelines, providing confidence you’re serving the best interests of your employees.
  • Review/Create Investment Policy Statement: We help you draft an effective investment policy statement and help select a carefully curated investment line-up
  • Monitor Investments: Prepare reports comparing investment performance to the Investment Policy Statement and recommend changes as needed.
  • Model Portfolio Construction and Monitoring: We will prepare model portfolios to help employees quickly and easily save for retirement.
  • Customized communication programs: We will help your employees plan for today and save for their future with a focus on financial wellness as part of their overall retirement goals.

Contact us today to see how your plan and your employees can benefit from working with us as your trusted retirement plan partner.