Wealth Management

Independence Financial Services takes time to understand each client's financial situation, time horizon, risk tolerance, and liquidity needs. As a result, our advisors create a custom-tailored portfolio that keeps diversification, taxes, and the client's goals top of mind. Scheduled meetings help our advisors monitor and measure their clients' progress toward their goals. 

Asset Diversification

We create portfolios that incorporate various asset classes designed to work together to meet our client's needs.