Independence Wealth Advisors Employee Directory

Financial ServicesOhio, United States2-10 Employees

At IWA, we provide proactive wealth management services for local families and closely held businesses. Our philosophy is "if we can protect the downside, the upside will take care of itself." We do that by managing risk in our clients' investment portfolios on a daily basis. IWA provides the following services to our clients:

• Investment Management
• Wealth Management
• Financial Planning
• Retirement Planning
• Estate Planning for individuals, families and businesses
• Roth IRA conversions and rollovers

Our team of Certified Financial Planners and Investment Advisors has appeared on CNBC and has been quoted in The Wall Street Journal, Forbes, Kiplingers, and Crain's Cleveland Business, amongst many others. We have also hosted a local radio show called "The Head Coach's Financial Playbook" on WKNR2- 1540.


Investment Advisory Services offered through AlphaStar Capital Management, LLC, a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. AlphaStar Capital Management, LLC and Independence Wealth Advisors are independent entities. Insurance products and services are offered through Independence Wealth Advisors by individually licensed and appointed agents in various jurisdictions. Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products offered by Independence Wealth Advisors. Independence Wealth Advisors does not offer legal or tax advice.

Investment advisory and financial planning services offered through Alphastar Capital Management, LLC; a registered investment adviser. Alphastar and Independence Wealth Advisors are separate and independent entities .

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