Independent Wealth Management
Independent Wealth Management, a comprehensive financial planning and wealth management firm, provides fully integrated services with a commitment to excellence for our clients. We combine a unique blend of knowledge, integrity and passion to build, manage and preserve the assets of our clients in a highly personalized manner.
Our Mission is to enhance the quality of our clients’ lives through a partnership in the implementation of comprehensive, integrated, and unbiased wealth management solutions. Our goal is centered on building secure, long term relationships with our clients that span multiple generations.
As independent advisors, we are unencumbered by corporate affiliations and policies, allowing us to serve as client advocates, utilizing best-in-class non-proprietary technology, investments and strategies. We create personalized and innovative solutions for each client, coupled with the highest level of service, education and execution. With the complex relationships that exist between the various aspects of personal finances, our goal as our client's personal CFO is to integrate these disciplines through our seamless approach to wealth management.
Our target consists of high net worth individuals, families, businesses and institutions. Many have previously worked with other financial firms and are attracted to our independent, unbiased approach to helping them reach their goals. Our target audience is looking for high levels of financial knowledge & research, world class service and unrestricted access to investments best suited for their unique needs.
The logo should present independence, strength and prestige. It should be classy and rich. We have previously used the “independence man” who sits atop the Rhode Island statehouse as our logo and a derivative of this would be desired. (see attached file) and visit http://www.independentwm.com for current logo. We are not interested in any sailing logos. However, we are open to different designs. Our colors have typically been blue and our new website will have a blue color scheme although we need to be able to use the logo in black & white for client statements. Currently we use small caps for the font but are open to ideas. The logo will be used on our website, letterheads, advertisements, client statements, and business cards. We need multiple file formats so that we can easily resize and format in publisher.