Independent Wealth Management, LLC (A subsidiary of Independent Bank Memphis) Email Format

Investment ManagementUnited States0-1 Employees

At Independent Wealth Management, our name is more than just a name, it says a lot about how we approach our clients' wealth management needs. Because, lets' face it, your wealth impacts so  many other areas of your life, such as where your children or grandchildren go to school, where you live, when and where you'll retire and your charitable giving, to name just a few. Our core values that we've developed to guide us:

     1. Care for our clients like we would want to be cared for.
     2. Know our clients and their goals.
     3. Treat clients like people, not like portfolio balances.
     4. Empower clients to feel confident about their decisions.

We take the trust our clients have placed in us very seriously.

This communication is strictly intended for individuals residing in the states of AL, AR, CA, CO, DC, FL, GA, IA, IN, KY, LA, MA, MD, ME, MI, MO, MS, NC, NV, NY, OH, PA, SC, TN, TX, UT, VA, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and advisory services through Commonwealth Financial Network®, member https://www.FINRA.org / https://www.SIPC.org, a Registered Investment Adviser. Independent Wealth Management and Independent Bank are not registered as a broker-dealer or Registered Investment Adviser. Independent Bank and Commonwealth are separate and unaffiliated entities. Independent Wealth Management, LLC, 5050 Poplar Ave, Ste 2200, Memphis, TN 38157, 901.844.0370. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html

Investments are not insured by the FDIC and are not deposits or other obligations of, or guaranteed by, any depository institution. Funds are subject to investment risks, including possible loss of principal invested.

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