Financial Planning In Scottsdale, Arizona
We are an independent Scottsdale Financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Our Core Values at IQ Wealth Management
- To provide clarity to our clients by assisting them to achieve their financial goals
- To provide disciplined investment strategies that create consistent asset appreciation without excessive risk
- To improve the financial position of our clients and secure their wealth and legacy
- To work collaboratively with clients, colleagues and associated specialists in the pursuit of our clients' goals
- To research all issues that may affect our clients' wealth and financial outlooks, and to assess the impact of these issues on the goals of our individual clients
We work with prudent investors who prefer to partner with an accessible, experienced "home town" advisor who is in a position of authority, and not a subordinate in the company. Our clients get one-on-one attention with access to nationally recognized investment managers, custodians and insurance companies. Our objective is to help our clients “live well” during their retirement, provide for sustainable lifetime income, and keep heartfelt promises to the people they care about most.
Advice is provided through consultation with the client and may include: determination of financial objectives, identification of financial problems, cash flow management, tax planning, insurance reviews, investment management, annuity comparison, education funding, retirement planning and estate planning.
Our clients share in the realization that by coordinating and managing today's financial decisions today, they can achieve their goals for tomorrow. They are individuals and businesses who expect excellence and have a firm commitment to achieving it themselves. Our clients want to simplify their lives and enjoy the fruits of their labor, yet know that their investments are professionally managed. They range from conservative and moderate investors who have no desire to manage investments on their own or obsess over markets, to aggressive independent investors managing their own money but seeking guidance with annuities and life insurance.
Our Team of Financial Professionals
We maintain two divisions:
Fee-based investment management (securities) and no-fee insurance-based planning (life insurance and annuities.)
- Investment advisory services are provided by IQ Wealth Advisory LLC, a Registered Investment Adviser.
- Insurance and annuity products are offered through IQ Wealth Management-Insurance Division, a licensed insurance agency. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
A Holistic, Pro-Active Approach to Building Wealth
To make the most of your opportunities, IQ Wealth works with tax, legal, accounting and Certified Financial Planning® practitioners in the development of your comprehensive financial plan.
A Portfolio Designed and Integrated For You
Your advisor will recommend a portfolio that will invest and distribute assets according to your specific time frame and lifestyle. This framework will help shape the types of investments built into your portfolio. Our clients' assets are managed by nationally recognized investment managers who we partner with to deliver first-class service and performance.
We believe that a well-constructed dividend portfolio can create value in both up and down markets through prudent re-investing and compounding of dividends.
Objective: A Smoother Investment Ride
Nationally Recognized Money Managers & Third-Party Administrators
Annuities: Create Multiple Streams of Recurring Lifetime Income
Life Insurance and Long-Term Care (LTC) Solutions
Learn More About The IQ Wealth™ Team Approach to Your Retirement
If you have a question for Steve, email him at Steve@IQWealth.com.
On our website, when referring to guarantees, the reference is to one of the following: U.S. treasury securities, FDIC-insured bank assets or insurance-based assets such as annuities and certain forms of life insurance, subject to the claims-paying ability of the insurer. Annuities and life insurance are not FDIC insured. They are state regulated and are required to maintain a level of reserves. Guarantees rely on the financial strength and claims-paying ability of the insurer. Our company prefers to work with insurers in the A/A+ category of Standard & Poors and AM Best ratings schedules. Fixed annuities, including fixed index annuities, are regulated by insurance departments and offer contractual assurances backed by conservative assets held in reserve by legal reserve insurance companies. Due diligence and comparison are always the first recommendation, and my goal is to help each client satisfy their need for knowledge. Licensing in any area does not infer specialized skill.
Our firm is proud of the A+ ranking we have as an accredited member of the Better Business Bureau. Even more, we’re proud of the warm client relationships we’ve built along the way.
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 Advisory, LLC a Registered Investment Adviser in the state of Arizona.
Insurance products and services are a separately licensed activity offered through American Fortress Retirement Planning Association, DBA IQ Wealth Management. Steven Jurich is the founding principal and licensee of both companies. IQ Wealth Management is a registered DBA tradename for both licenses with the Department of Insurance and the Securities Division of the Arizona Corporation Commission. The presence of this website 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 and all references to guarantees on income or death benefits relate to insurance services only. Guarantees rely on the claims-paying ability of the insurer. Steve Jurich is a licensed life insurance and annuity agent authorized in multiple states, including California. (license 0b85609). Because our portfolios often allocate a combination of securities and insurance based products, please review the differences between securities and insurance products to be clear on each. Thank you.
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
Get access to our helpful retirement kit, which includes three guides that address topics you should consider when planning your retirement.