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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 2022 & Beyond
  • How To Lock In Gains, Avoid Market Losses
  • 2022 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

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®.

Listen to Mastering Money on Money Radio

Guests Have Included:

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Featured Clips From Mastering Money:

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Now You Can Listen To Mastering Money Wherever You Go!

Download the free MASTERING MONEY app - Get it from the App Store or on Google Play, search for "Mastering Money" or tap the link below.

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

2022 Annuity Buyer's Guide

How to Retire and Stay Retired…

Navigating Market Volatility

It’s all about perspective.

Social Security Report

Social Security Report

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

Strategic Partners

Our Strategic Partners here at IQ Wealth®.

Women Invest

10 Tips to Help Empower Women Investors.

FREE: Ultimate Retirement Kit!

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FREE: Ultimate Retirement Kit!

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