Independent Wealth Management

Independent Wealth Management Investment advisory services offered only by duly registered individuals through AE Wealth Managemen

At Independent Wealth Management, our primary focus is building long-term relationships and friendships with our retirement community. Our company was established with the explicit goals of outstanding and personalized client care, coupled with a high degree of genuine customer service that simply sets us apart. Our customized client focus and stellar customer service remains our #1 priority from our first communication or consultation thorough the many twists and turns along life’s path. Simply stated, we are here for you for the long haul—not just a short term guide that quickly vanishes upon completion or closure of financial transactions.

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07/17/2026

Expense ratios have dropped a lot since 2005.

11/27/2025

🍁 Happy Thanksgiving from Independent Wealth Management!
Today we want to express our heartfelt gratitude for the trust you place in us year after year. It is truly an honor to help you plan, protect, and enjoy the retirement you’ve worked so hard for.

We hope your day is filled with family, friends, great food, and meaningful moments.
Happy Thanksgiving! 🦃🍂

The quarterly team build day was so fun!
10/16/2025

The quarterly team build day was so fun!

07/04/2025
Kevin is daydreaming about the weekend... how about you?
01/16/2025

Kevin is daydreaming about the weekend... how about you?

Happy Thanksgiving from Independent Wealth Management! 🦃🍁This Thanksgiving, we want to express our heartfelt gratitude t...
11/27/2024

Happy Thanksgiving from Independent Wealth Management! 🦃🍁

This Thanksgiving, we want to express our heartfelt gratitude to our clients, team members, and community for trusting us to be part of your financial journey. It's an honor to help you plan for your future, protect what matters most, and achieve your dreams.

As we reflect on this year, we’re reminded of the importance of relationships and the power of working together to secure brighter tomorrows. Thank you for allowing us to do what we love!

Wishing you and your loved ones a wonderful Thanksgiving filled with joy, gratitude, and cherished moments.

-The team here at Independent Wealth Management

Address

9844 W Yearling Road, # D1160
Peoria, AZ
85383

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

Telephone

+18668252425

Website

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