Independence Wealth Advisors Email Format

Financial ServicesOhio, United States2-10 Employees

Independence Wealth Advisors (IWA) operates in the financial services sector, offering a range of wealth and risk management services to individuals, families, and closely held businesses. The firm emphasizes proactive portfolio risk management as a core philosophy, aiming to protect downside risk so clients can pursue upside potential, with services that include investment management, wealth planning, retirement planning, estate planning, and Roth IRA conversions and rollovers. Based in Independence, Ohio, the company presents itself as a team of Certified Financial Planners and Investment Advisors working to tailor financial strategies to personal and family needs, spanning both personal and business contexts. Investment advisory services are provided through AlphaStar Capital Management, LLC, with the broader organization also offering insurance products through licensed agents, and clarifies its independence from AlphaStar and other entities involved in its service delivery. Aware of media exposure, the firm and its advisors have appeared on CNBC and have been quoted in mainstream financial publications, indicating engagement with broader industry discussions, while also hosting a local radio program focused on financial topics.

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