Meet Steve
A Leading Authority With a Commitment to Ethics.
Steve Jurich
AIF®, CAS®, CIS™, Investment Manager
- Accredited Investment Fiduciary®
- Certified Annuity Specialist®
- Professional Investment Manager
- 401(k) / IRA Rollover Specialist
- Financial Radio Host / National Podcaster
Personalized Guidance—World Class Resources
Steve Jurich (pronounced Jur-itch) is an Accredited Investment Fiduciary®, a financial advisor with more than 20+ years experience, and member of the Financial Planning Association®. Steve manages several portfolios at Fidelity and Schwab. He is the Amazon best selling author of SMART IS THE NEW RICH, and the founder of IQ Wealth® Management in Scottsdale. Steve accepts 6-12 new clients per month only—so that he can give his utmost attention and the time necessary to each new client.
You retire only once—choosing the right advisor is the correct “next step.”
There are important questions to ask about an advisor who is planning your one and only retirement: Is he or she experienced in all aspects of financial, estate, and retirement planning? What is their investment background? Are they a leader or a follower? Will they not only take the time to listen, but have the skill and proven skill to build your plan?
Mistakes can be costly—Do you have a plan?
Mistakes can be costly. Following the crowd can take you over the cliff. That’s exactly why Steve rejects the “one-size-fits all” approach to planning your retirement you may get at the Big Box brokerages. You need and want a customized plan, with innovative approaches to today’s more complex financial world. What goes up, can and does come down—what’s your plan for when it happens?
A proven process
Through a proven process, known as “Financial Bucketing”, Steve’s clients may retire confidently-0-with a clear written plan, built on the foundation of guaranteed fixed income assets, ample liquidity and smarter investments.
Family Matters
Your family—even if it is just you and your spouse—is what matters. You never want to be a burden on your kids, and you never want your partner in life to be faced with financial stress after you pass. Family is very important to Steve. His planning methods ensure that your goals and dreams for you and yours are on track to happen.
Steve and his wife Barb have built IQ Wealth Management from the ground up. Each could be working for any number of financial firms, but would rather provide a more personal and family oriented approach to helping their clients retire and stay retired.
Their son, Steven Roderick Jurich, heads the Digital Marketing department, managing all phases of internet, social media, and website presentation.
Summary
If you are seeking the services of a skilled and experienced planner who will take the time to listen, and then prescribe your best path forward, look no further than Steve.
Retirement Focused Financial Planning
“At IQ Wealth®, we believe smarter planning and smarter investment choices are the key to a more trouble-free retirement. Our unique process, Smarter Bucketing™ and our exclusive 40-40-20 allocation system helps our clients simplify and clarify their finances. Bucket planning is a common-sense process 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. You stop investing with foggy emotion and start intentionally growing and protecting your money—with a clear plan.”
Steve Jurich
Accredited Investment Fiduciary® and Founder of IQ Wealth® Management