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Protect, Build, and Manage Wealth

Wealth accumulation and management begins with considering your goals and then structuring a plan to account for expected and unexpected life changes. 


What is Wealth Management?

Wealth management is an advisory service that evaluates your overall investment needs while effectively positioning your portfolio for asset growth and financial balance. 

A comprehensive wealth management approach serves to help ensure that you, your loved ones and, if applicable, your business are protected. Such a plan takes stock of what matters most to you. 

Types of Wealth Management Solutions

Every investor is unique; that's why wealth management approaches should be tailored to your specific short-term and long-term objectives. 

Advisory Solutions

Advisory Solutions

Our wealth managers can provide objective, fee-based asset allocation and model portfolio approaches that align with your investment needs.

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Brokerage Accounts

Brokerage Accounts

We offer individual and business solutions that provide safety and liquidity by way of cash management and advisory accounts.

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Education Savings Plans

Education Savings Plans

Whether a Education Savings Account (ESA), 529 plan, or whole life insurance cash value, we can help you plan accordingly.

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Insurance and Retirement

Insurance and Retirement

From tax-deferred investments and annuities to advanced insurance planning, we can work to diversify your wealth building plan.

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A Window to Your Financial World

How Does Technology Strengthen Your Investment Approach? 

Our wealth managers leverage distinguished platforms to help empower your financial decision-making by making it easier for you to quickly access your accounts in one place.

Our relationship with NetXInvestor can provide you with 24/7* access to your portfolio. It allows you to: 

  • View balances, holdings, and account activity
  • Access a comprehensive investment dashboard
  • Activate document and statement eDelivery
  • Utilize mobile check deposit
  • Set-up and initiate ACH deposits and withdrawals
  • Execute online trading 



*System availability is contingent on volume, Internet bandwidth, market volatility, and other factors that could interrupt system access.

Why International Planning Alliance

Our ability to be Prepared for the Unexpected coupled with our Financial Strength, our Client-First approach, our commitment to asset growth and protection, and our experienced team of advisory professionals set us apart in the wealth management industry. 



Additional Wealth Management Insights

Familiarize yourself with wealth building and accumulation strategies by way of the following content.

Best-Performing Asset Classes

Best-Performing Asset Classes

If the impulse to be safe keeps investors out of the stock market, it may also keep them from taking advantage of the potential returns the stock market has to offer.

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The Whole Story of Dividends

The Whole Story of Dividends

This infographic shows how the death benefit of whole life insurance is not its only benefit for policyholders. Dividends offer advantages, too.

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A Look at Diversification

A Look at Diversification

Diversification doesn't guarantee against loss. The key to diversification is to identify investments that may perform differently under various market conditions.

Learn more

Have a Wealth Management Question? Ask! An IPA advisor will be in touch.

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