Independent Wealth Connections Employee Directory

Financial ServicesWashington, United States2-10 Employees

Independent Wealth Connections is a financial services firm based in Spokane Valley, Washington, that offers wealth planning and management services focused on a cost-effective, client-centered approach. The firm serves family-owned businesses and affluent individuals, helping them build, manage, preserve, and transfer wealth through tailored financial planning for business owners, professionals, and their families, including retirement plan options such as ESOPs and 401(k)s. Securities services are provided through LPL Financial, with associated representatives offering securities and advisory services as registered with and through LPL Financial, a registered investment advisor. The organization emphasizes a professional, guidance-driven model within the broader securities and financial planning industry, and notes that it does not provide tax or legal advice. A recent development mentioned is the firm’s ongoing collaboration with LPL Financial to deliver its advisory and securities services.

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