There is no charge for an initial discovery meeting
Get Started in 3 Easy Steps
Simply schedule a no-obligation free meeting to discover your goals, needs, and concerns
Using the IQ Wealth Smarter Bucketing System™, we help evaluate and develop your strategy
Once we arrive at the retirement strategy that is best suited for you, we go to work to make it reality
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!
professional regarding your financial strategy for retirement.
Who We Serve
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.