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It is important to feel you have control over your future. At IQ Wealth Management, we offer our experience and expertise to help you design your own plan for financial independence.

Contact us today to schedule an introductory consultation! Connect with us online by filling out the contact form below.

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    COVID-19 UPDATE

    As America goes back to work (slowly, safely) we continue to open new accounts, assist with 401k Rollovers, and develop smart financial plans for people who want their money to work harder. This is opportunity time! We can advance your plan—with a combination of telephone, Zoom®, and in-office-meetings (using proper protocols.) See you soon!

    You can schedule an appointment free of charge by calling (480) 902-3333(480) 902-3333

    Your retirement is too important to leave to chance.

    Ready to take the next step?

    Let’s meet soon to begin the conversation about building and securing your retirement. There’s no charge for a confidential office visit to review your goals, concerns, and dreams.

    Toll Free

    (888) 310-1776
    Appointment Scheduling: (480)628-5154  Barb

    Mailing address:

    IQ Wealth Management
    7702 E Doubletree Ranch Road
    Suite 300
    Scottsdale, AZ 85258

    Email

     Steve@IQWealth.com  / 
    Barb@IQWealthManagement.com
    We’re conveniently located in Scottsdale near the 101 and Via De Ventura, close to the Gainey Ranch Hyatt Regency

    Get access to our complimentary Social Security guide by filling out the form below!

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      LOCATIONS

      Scottsdale/Metro Phoenix
      7702 E Doubletree Ranch Road
      Suite 300
      Scottsdale, AZ 85258

      CONTACT US

      Local: PHX (480) 902-3333

      Local: PHX 888) 310-1776

      Monday - Friday
      9 am - 5 pm

      All written content on this site is for information purposes only. Opinions expressed herein are solely those of IQ Wealth Management and our editorial staff. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee based financial planning and investment advisory services are offered by IQ Wealth Management, a Registered Investment Advisor in the State of Arizona. Insurance products and services are offered through IQ Retirement Planning, Inc. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Arizona or where otherwise legally permitted. All references to locations outside of Arizona relate to our insurance services division only. Steve Jurich is a licensed life and annuity agent authorized in multiple states including California. (License 0b85609). Because our portfolios often allocate a combination of securities and insurance based products, we believe it is important for the consumer to understand the difference. Securities can and do lose money. Fixed index annuities should be viewed as long term income vehicles. Guaranteed Withdrawal Benefits are optional rider benefits for premium avaialble on some annuities, not available in all states. All guarantees are contractual guarantees provided by the claims paying ability of the insurer. Early surrenders beyond penalty free withdrawal privileges may incure surrender charges. Withdrawals prior to age 59 1/2 may incur tax penalties. Income rider values are are designed to generate contractually guaranteed income streams based on pooled reserves, and are separate from accumulated values. No specific investment, tax, or legal advice is being given and no offer is made to sell or buy any security, nor any specific insurance product. Always consult your tax preparer for tax advice. Past performance of all financial vehicles and indexes should not be relied upon to predict future results.Income and withdrawal guarantees on fixed index annuities refer to income values, not interest rates on accumulation values. Income withdrawal benefits are drawn from accumulation values. When withdrawal rates exceed interest rates on accumulation values, accumulation values are in position to fall. When withdrawal rates are less than interest rates on accumulation values, accumulation values are in position to rise. See your annuity documents for details.
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