“Ever since we met them, Pascal and Charles from IG Private Wealth Management have provided us with comprehensive, tailor-made assistance and an exceptional level of care.”
“Rod Gibbings has been my financial planner for over 20 years. I can say with certainty that I would not have been able to retire at 56 if Rod had not been navigating through the economics of life with me. “
“Corey did a comprehensive evaluation of our current situation and our goals in retirement, leading to a long-term financial plan that incorporates tax and estate planning strategies.”
"The fact we use James, as does my mother, provides a sense of security knowing that her estate is managed by a knowledgeable and professional advisor."
“After 27 years, a lot of frustration and suspicion our finances were not well managed, we met Mr. Manzo who patiently and thoroughly went through our money mess.”
Try our IG Living Plan Snapshot to find out. This straightforward online tool will help you assess if you’re on track to meet your goals, based on key dimensions of your financial well-being. From optimizing your retirement to preparing for the unexpected, answer a series of questions to provide an overall result out of 100. This tool also provides personalized recommendations to help create a comprehensive financial plan tailored to you and your family’s needs.
Managing cash flow efficiently
We examine and continuously evaluate your cash and credit needs to deliver the flexibility you require to meet your goals. From detailed cash flow analysis to tax-efficient income planning, we develop strategies tailored to you.
Optimizing your retirement
We’ll help manage the risks of retirement, preserving the capital you’ve built and creating a tax-efficient income stream to support your needs and goals.
Sharing your wealth
Establishing how to share your wealth will allow your legacy to live on for the people and causes you care about, including philanthropy, charitable giving, and intergenerational wealth and estate planning.
Our holistic approach helps you build a financial plan that not only achieves your financial goals, but also helps minimize your overall tax burden – now and in the future.
Each manager is selected through a proven and rigorous process
The April 30th tax filing deadline is around the corner (June 15th for self-employed persons). As you get ready to file, download our fillable PDF checklist to ensure all of your tax documents are in order.
There’s an easier way to help you shape your philanthropic legacy. Continue your tradition of charitable giving and experience the benefits of a private foundation, without the upfront costs and administrative responsibilities.
You can reach us by calling 1-888-999-6515 between 9-5 CT or online below
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