At iWealth our focus is on YOU. Helping you create a road map for achieving your financial goals and dreams is our top priority. ■ iWealth was created to help you manage risk while you invest wisely and live well. ■ We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate. ■ We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency. ■ We consistently do an excellent job of serving others for the greater good of society. We believe we were put here to educate and protect family’s wealth. ■ Our clients can expect a highly customizable service with our firm. We will help them understand exactly where they are, where they are headed and how to get there. This will be done by reviewing ad implementing our “13 Wealth Management Issues” that our research has shown so valuable to our clients.