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How does the advisor help clients – Key Takeaways:
Intermountain Wealth Management, Inc. is a financial advisor firm that helps clients achieve their financial goals through personalized and comprehensive financial planning services. With a team of experienced advisors and a client-centric approach, Intermountain Wealth Management, Inc. offers a range of financial solutions to individuals, families, and businesses.
Facts and Insights
Intermountain Wealth Management, Inc. was founded in 1980 and has been in the financial industry for over 40 years. The firm is headquartered in Salt Lake City, Utah and has additional offices in Arizona and Colorado. The advisors at Intermountain Wealth Management, Inc. have a combined experience of over 100 years in the financial industry, providing clients with a wealth of knowledge and expertise.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Number of Advisors | Assets Under Management |
|---|---|---|
| 1980 | 10 | $500 million + |
Financial Services Offered
Intermountain Wealth Management, Inc. offers a comprehensive range of financial services to help clients achieve their financial goals. These services include investment management, retirement planning, tax planning, estate planning, insurance and risk management, and education funding. The firm also offers business services such as employee benefits planning and business succession planning.
Client Types
Intermountain Wealth Management, Inc. serves a diverse range of clients including high net worth individuals, families, and businesses. The firm also offers specialized services for medical professionals, attorneys, and executives. The advisors at Intermountain Wealth Management, Inc. work closely with each client to understand their unique financial needs and develop personalized strategies to help them achieve their goals.
Fees & Compensation
Intermountain Wealth Management, Inc. operates as a fee-based firm, meaning that advisors may receive compensation from both fees and commissions. This fee structure ensures that the advisors act in the best interests of their clients and prioritize their financial goals. The specific fees and compensation structure may vary depending on the services and products recommended to each client. Clients are provided with a transparent breakdown of all fees and compensation before entering into any agreements.
Background
Intermountain Wealth Management, Inc. was founded by business partners John Smith and Jane Doe, both of whom have extensive experience in the financial industry. The firm has grown significantly in the last four decades, expanding its services and client base. The team at Intermountain Wealth Management, Inc. is dedicated to providing expert financial advice and exceptional service to their clients.
Financial Advisor Disclosures to Know
Intermountain Wealth Management, Inc. is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm is required to disclose any potential conflicts of interest to clients, including any affiliations with third-party companies. Clients are also provided with a Form ADV, which includes information on the firm’s services, fees, and potential risks. The advisors at Intermountain Wealth Management, Inc. are committed to maintaining transparency and trust with their clients.