Welcome to the Institute For Wealth Advisors

What We Do

The Institute of Wealth Advisors offers a complete line of life insurance, annuities; and, managed money products, Separately Managed Accounts (“SMAs”) for our ”Trusted Advisors” to service their clients. Our Certified Solicitor program pairs one of our IwaInc Advisors (Series 65/66 licensed) with one or more of our insurance licensed agents, thereby allowing our insurance licensed agents to earn ongoing referral fees from managed money accounts which they refer to a IwaInc Advisor without becoming securities licensed.
service1

           Investment Philosophy

Our approach to value investing for our clients’ individually managed accounts is “active money management” and can be summarized in one sentence: We “Cherry Pick” the highest quality companies in order to buy them at a discount, relative to what our analysis determines the company to be worth. Our Motto: “Best Picks. Better Results.”

service2

                Business Planning

In years past many financial advisors were primarily engaged in the securities transactional side of the business as registered representatives. With the flood of more and more regulations facing securities representatives, many are asking.”is there a better way…?” Absolutely!

Who We Are

The Institute for Wealth Advisors is a field marketing organization providing life insurance and annuity products from more than 40 insurance carriers and 20 annuity providers. The Institute for Wealth Advisors is a marketing company designed to help our financial advisors in their marketing and practice management needs.

Help simplify your finance

Let us spend time to take care of your finance and you spend time to enjoy your life
125
Employees
100
% Satisfaction
9193
Coffee Cups
9.5
Rating

How We Can Help

Whether you are working toward financial security, providing a steady stream of income, or planning for retirement, we can help simplify your finances. We can provide access to a wide range of quality investments and services to pursue your financial goals.
Accumulation
100%
Risk Management
90%
Taxation
70%
Business Planning
95%
Retirement Planning
80%
Estate Planning
90%

INVESTMENT ADVISORY FIRM

Why Choose Us

Experienced

We have over 20 years experience providing expert financial advice.

Vibrant

A qualified, enthusiastic team of advisors are always here to help.

Professional

We always handle challenges in professional boundary and maintain our prestige.

"EMPOWERING TRUSTED ADVISORS"

Request A Call Back

Would you like to speak to one of our financial advisers over the phone? Just submit your details and we’ll be in touch shortly. You can also e-mail us for any further concern.