Private Wealth at IFP
Your Life. Your Wealth. Your Legacy.
An advisor who knows your family, your business, and what you're building and protecting.
Behind them, IFP’s specialists in:
Financial, estate & tax planning
·
Corporate benefit consulting
·
Business succession
·
Investment management
·
Trust services
·
Lending
Individual focus. Institutional force.
Personal in every interaction. Proven in every resource.
Attention or depth? Private Client offers both.
We offer clear guidance, steady support, and a plan built for every stage of life.
Most wealth management firms make you choose: an attentive advisor who knows your family, your business, and what you’re building, or an institution with real research, infrastructure, and the durability to last for generations. Private Client was built to deliver both.
From the start, you’ll have an advisor who listens carefully, respects your priorities, and gives you clear answers without jargon. We don’t presume your trust. We earn it, in deliberate order.
First comes evidence: the research behind each recommendation, the track record, and numbers you can verify. Confidence and a deeper relationship come with time, as results hold up through changing markets and changing lives. We’re there through the milestones and the setbacks, the planned and the unexpected, the joy and the heartbreak.
Who we Serve
Financial guidance for the people and businesses we know best
01
High-Net-Worth Individuals & Families
Integrated wealth, tax, charitable, estate and legacy planning designed to support complex financial lives across generations.
Wealth
Tax
Estate
Legacy
02
Closely Held & Family Businesses
Retirement, executive benefits, succession and exit planning built around the unique needs of business owners and their families.
Retirement
Executive Benefits
Succession
Exit Planning
03
Executives & Key Employees
Sophisticated equity, deferred compensation, benefits, retirement and tax planning for executives with complex compensation packages.
Compensation
Benefits
Retirement
Tax
04
Professional Service Firms
Tailored retirement, benefits, compensation and private wealth strategies for firms and the highly compensated partners who lead them.
Retirement
Benefits
Compensation
Private Wealth
What we do for you
Your full financial life, in one place
Figures shown are illustrative and for design purposes only. Not investment, tax, or legal advice. Investing involves risk, including possible loss of principal.
What you get with a private client advisor
Your Time
More of your advisor's attention
Behind every IFP advisor, we handle the operational side of the practice: portfolio management, trading, and administration. So, when you sit down with your advisor, their attention stays on your questions, your family, and the choices ahead of you.
Your Whole Picture
One team, for both sides of the ledger
For business owners and executives, work and personal wealth are one balance sheet. Your company’s plans and your family’s plan are built by the same team, not two advisors who have never met.
Your Interests
Advice without a product agenda
There are no proprietary IFP products in your plan, and no fixed menu it must be built from. Every recommendation starts with your situation, and the reasoning behind it should be clear enough to explain and strong enough to hold up when you ask.
Your Complexity
An institutional bench behind you
Your advisor can draw on specialists across financial planning, investments, retirement and executive benefits, insurance, estate and trust planning, and other advanced strategies — bringing the right expertise, ready as your needs evolve.
Ready to get started?
Let’s talk through your goals.
Reach out today and we'll connect you with the right advisor for your needs.
Get in Touch →