• Request a complimentary no-obligation consultation with Steve Jurich today!

    Our Philosophy

    At IQ Wealth, we believe you have more important things to do than worry about money. At this stage of the game, your money should work for you and be a source of satisfaction.

    Money is Freedom.

    Freedom is being able to do what you want to do, when you want to do it.

    Your money, and your strategy for growth and income, should give you that freedom, without concern for market outcomes.  Your assurance of steady reliable income can make you feel more confident about the future. That confidence should not be based on optimism, but rather a knowledge that you have the right assets, working the right way, in the right plan.

    Our investment philosophy is formed in part by the current economy, where previously unimagined circumstances have become long-term trends. Whoever really thought we would see interest rates this low?

    Our objective is to provide our clients with the highest level of service and technical expertise in the management and preservation of their wealth and hard-earned savings.

    We have the team and the tools to get you on track and keep you there.

    Because of the reduced time in retirement to recover from bear markets, we believe this is no time to get fancy with your money.

    While some advisors think its just fine to rely on the good graces of the stock market to deliver in the “long run,” we think your long run --or at least a large part of it -- has already arrived.

    You need success now, not just "out there" somewhere.

    Our clients share in the realization that by coordinating and managing key financial decisions today, they can achieve their important goals for tomorrow.

    ©Copyright 2013-2016 by IQ Wealth Management. All rights reserved. Reproduction  prohibited without written consent of author.

    Meet Steve

    Have a no-cost, no obligation conversation with an experienced adviser and fiduciary.

    Steve accepts 4 to 8 new clients per month in order to serve each with optimal attention and personal service.

    Free Retirement Readiness Review

    Learn more about the IQ Wealth proven approach to practical planning. To arrange your free review, please contact Barb at (480)902-3333, or email: Barb@IQWealth.com

    Social Security Guide Request Our Social Security Guide Fill out the form below to request our complimentary guide today!
    Talk to a planner

    Get access to our helpful retirement kit, which includes three guides that address topics you should consider when planning your retirement.