Wealth Management

WEALTH MANAGEMENT

A personal partner who will guide you through major life events

One constant in life is change. Marriages. Babies. Divorces. Education.

Major life changes can have a major impact on you in many ways, including your wealth. And you need a partner who knows you and your family and understands your family’s unique situations and needs. Someone who can provide sound advice, as well as a shoulder to lean on no matter the circumstances. An advisor who also help you proactively prepare, develop and oversee a wealth management plan that will keep you and your family’s financial security rock-steady during the ups and downs of life.

With ICMC, you get that, and more.

More than just an investment strategy—a comprehensive plan for your wealth

When we say wealth management, we don’t mean simply building you a portfolio of attractive investments (yes, that’s included!). We do much more than that. At ICMC, we take a holistic approach to preserving your wealth and growing your estate over time, which includes a wide variety of wealth-building strategies and tactics.

And we will ensure your wealth management plan is tailored to meet your specific needs at anylife stage—guiding your spending and saving, while funding your desired lifestyle.

We consider factors such as your:

  • Current income sources and expenses
  • Current investment portfolios
  • Need for insurance, wills and trusts
  • Future needs for education, retirement and estates
  • Medical needs and other directives
  • Special needs planning for family members

Personalized and customized wealth management to meet your needs

The result is comprehensive wealth management planning, and a family-like team of advisors and experts that will support you as life happens, no matter what.

At ICMC, we’re not automated financial machines that provide homogenized financial decisions. We real people based in Dallas who really want to know you, understand your needs, and help you make wealth management decisions that will positively impact you and your family for years to come.

Do you need help with your wealth management planning?

Reach out to us today, and we’ll give you a free assessment.

Schedule Assessment