For over 30 years, IPS Strategic Capital has helped high net worth individuals, business owners, and entrepreneurs achieve their financial goals through prudent risk management and unparalleled investment prowess. As a fee-only, independent Registered Investment Advisor we act as a fiduciary on our client’s behalf to help them achieve their investment goals. As a legally bound fiduciary, our incentives are always aligned with our clients – avoiding the conflicts of interest that come with sales-based brokerage and bank advisory models. 

IPS understands that no two investors are the same – our team of experienced professionals is dedicated to providing customized solutions that are tailored to each client’s unique needs, preferences, and circumstances. We understand that financial planning is a journey, not a destination. That’s why we take a holistic approach to wealth management, combining investment management, financial planning, tax planning, and estate planning services to provide a comprehensive solution that addresses all aspects of our client’s financial lives. We pride ourselves on building long-term relationships with our clients and helping them navigate life’s financial challenges with confidence and peace of mind. At IPS, our only goal is to help you accomplish yours.