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.