What We Do

Firm Overview

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 fee-only fiduciary advisors and independent Registered Investment Advisors, we act in our clients self interest 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.

Wealth Management

We understand that retirement planning is not a one-size-fits-all process and requires a customized solution tailored to each individual’s unique needs. Therefore, we take the time to get to know our clients and their financial objectives to deliver a personalized retirement plan that provides them with peace of mind. Our focus on transparency, open communication, and education ensures that our clients understand the reasoning behind our recommendations and feel empowered to make informed financial decisions.

Our experienced advisors are committed to helping clients achieve their financial goals, whether that involves saving for retirement, building an investment portfolio, or transferring wealth to future generations. We understand that managing wealth can be stressful and overwhelming, which is why we aim to deliver confidence and clarity to our clients’ financial well-being. By providing personalized guidance, education, and transparent communication, we strive to remove uncertainty from the financial planning process and empower our clients to make informed decisions about their finances.

Group Retirement Plans

To ensure the retirement plan aligns with our clients’ objectives, we work closely with them to understand what a successful plan looks like for their company. By assessing their goals and regularly reviewing the plan’s performance, we help keep the retirement plan on track and provide ongoing support to benefit both the business and its employees.