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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.


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.

Master Your Money
Smart Is The New Rich

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
We’re conveniently located in Scottsdale near the 101 and Via De Ventura, close to the Gainey Ranch Hyatt Regency
Enough Income

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

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