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We help you manage your money so you can pursue your goals.

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There is no charge for an initial discovery meeting

Get Started in 3 Easy Steps

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Simply schedule a no-obligation free meeting to discover your goals, needs, and concerns

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Using the IQ Wealth Smarter Bucketing System™, we help evaluate and develop your strategy

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Once we arrive at the retirement strategy that is best suited for you, we go to work to make it reality

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Steve’s Retirement Tool-Kit

Learn how to reduce risk, lower your fees, and increase your income without annuitizing. Get 3 of Steve’s time-sensitive reports, plus…

Includes Exclusive Instructional Videos:

  • How To Beat Inflation in 2023 & Beyond
  • How To Lock In Gains, Avoid Market Losses
  • 2023 Annuity Buyer’s Guide from IQ Wealth®, Comparing 100’s of Annuities (62 Pages)
  • The Unspoken Risk You Can’t Ignore THIS YEAR
  • The First 3 Chapters of SMART IS THE NEW RICH
  • The 10 Minute Guide To Common Sense Retirement Investing
  • Instructional Videos
Smart is the New Rich Book

Does your Portfolio Have Too Much Risk? Or Not Enough?

Knowing your risk score can help you make appropriate investment choices.
Find out your risk score with our RiskAlyze tool!

By submitting your personal information, you consent to be contacted by a financial
professional regarding your financial strategy for retirement.

Who We Serve

Our Services

401k/IRA Rollover

Roll over your retirement plan (401k, 403b, 457, ESOP, TSP, or IRA) into properly diversified investments positioned for growth and  income.

Income Planning

We compare up to 1200+ annuities to determine the right fit for our clients’ income, preservation, and diversification goals.

Dividend Investing

Explore the Black Diamond and Blue Diamond Dividend Growth Portfolios:
Fee-only, rules-based, disciplined, visionary.

Smarter Bucket Planning

Invest Smarter: Financial Bucketing For Retirement Insure your income, insure your outcomes, invest the rest with purpose®.

Are you wondering if your 401(k) will be enough to last?

Protect Your Future With A Leading Financial Wealth Planning Company in Scottsdale, Arizona– serving the entire valley.

Is This You?

  • Between the ages of 50 – 72?
  • Planning for your retirement is now a priority for you?
  • You’re concerned about inflation dwindling your buying power?
  • Worried about the impact of taxes on your 401k / IRA?
  • Do you wonder how to best manage healthcare expenses later in life?
  • Do you ever worry that your money might not last?

If so, you are in the right place!

Planning for your future is no longer an “option”—it has become mandatory in an era of government spending, volatile markets, and low bond rates.

IQ Wealth Management is a portfolio management company and financial wealth planner in Scottsdale, AZ, offering a wide range of services that provide you with a strong foundation for success. As an independent Scottsdale financial services firm, we help individuals create retirement strategies using a variety of proven investment and insurance products designed to maximize returns.

Services Offered by Your Financial Planning Advisor

At IQ Wealth Management, we offer an outstanding array of services to Scottsdale, AZ clients. Diversify your portfolio with an investment in retirement annuities or annuity insurance and benefit from services such as income planning, IRA, and 401(k) rollovers. We assist with estate, tax, and retirement planning, as well as long-term care protection, life insurance, trusts, probate, charitable giving strategies, and more. Our goal is to help you realize the gains you are looking for to make you comfortable during your retirement years.

When appropriate–and if needed–we may offer expert assistance with estate, tax, and retirement planning questions. Do you have questions on long-term care protection, life insurance, trusts, probate, charitable giving strategies, and more? Our comprehensive approach makes life simple so you can concentrate on your goals in retirement

Schedule a Consultation with Investment Management Firms in Scottsdale, AZ Today

When looking for investment management firms in Scottsdale, AZ, look no further than the team at IQ Wealth Management. Interested in finding the best annuity rates or diversifying your portfolio? For more information, schedule a phone call or strategy session today by calling us at 480-902-3333.

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At IQ Wealth, we believe smarter planning is the key to a more trouble-free retirement. Our unique process, Smarter Bucketing™ helps our clients simplify and clarify their finances. Bucket planning is a common-sense system of allocating money according to its purpose. When each dollar in your portfolio has a job to do–and a timeline for getting it done–your financial plan is more clear and realistic.

Today’s crazy markets and low interest rates are leaving many folks wondering where and how to allocate their money. Rather than placing faith in the whims of the market, the IQ Wealth approach is clearly defined and systematic. Our fee-only approach to equity management means that when YOU do better, we do better. Your best interests always come first at IQ Wealth–no exceptions, no excuses. Learn how our systematic approach to high quality dividend growth and technology stocks alongside guaranteed fixed income solutions may contribute to your future success. It’s opportunity time. Let’s get to work!

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Steve Jurich

Free Report Downloads

Navigating Market Volatility

It’s all about perspective.

Social Security Report

Social Security Report

What, when, who, how? The Social Security decisions.

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Our Strategic Partners here at IQ Wealth®.

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FREE: 2024 Retirement Kit!

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FREE: 2024 Retirement Kit!

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