You’ve worked hard for your money.

Make it work hard for you.

We focus on your unique situation to develop a financial plan that helps you achieve your goals… the plan then becomes the roadmap to your investment strategy.

With a team that has over 30 years experience maintaining trusted relationships with our high net worth clients, we know that your financial affairs are far too complex for cookie-cutter solutions. That’s why we start with a fluid conversation about your goals, your concerns and what’s important to you. Our process begins with a ‘discovery’ meeting which goes far beyond a pre-set questionnaire. We need to know what keeps you up at night so we can develop a personalized solution that gives you peace of mind allowing you to focus on enjoying your life; whether that involves running your business or simply enjoying your success.

Starting my first job after medical school, I was faced with a financial situation I wasn’t sure how to navigate. After attending an IP seminar, I was drawn to their strong focus on an integrated financial plan. Since I started working with Dave and the team at IP, I have saved more than I could have imagined. I’ve recommended them to several of my friends and family.”

— R.S.