Wealth Management

Your clients have a lot more to manage than just their wealth.

At Investment Centers of America, Inc. (ICA), our mission is to strengthen the relationships of financial institutions and their clients. Our vision is to offer wealth management services of the high test caliber combined with innovating solutions to assist clients in building and managing their wealth.

Your clients and their families face a number of challenges, they're looking for sound investment advice from advisors they feel they can trust. Rather than prepackaged products, they need access to quality investment solutions based on their unique situations. They also need help in developing a coordinated financial plan that seeks to address their total wealth picture and changing needs over time.

Through the resources of ICA, you can provide comprehensive, integrated wealth management strategies designed to address your clients' wealth management needs.

A Team Approach
ICA's uncommon approach to wealth management provides your clients with not just one advisor but a whole team of highly qualified professionals.

Integrated Services
ICA's comprehensive array of financial services, including Financial Planning, Investment Management, Retirement Income Planning, Estate Planning and Insurance can help you plan and manage your clients' wealth.

Personalized Solutions
ICA's team of Wealth Management Professionals can deliver professional, objective guidance and solutions that work for your clients' individual situations through tailored action plans for growing, preserving and distributing wealth.

Call 800-544-7113 today to explore the many advantages of making ICA a part of your practice!

Investment Centers of America, Inc. (ICA), member FINRA/SIPC and a Registered Investment Advisor, is not affiliated with any financial institution. Securities, advisory services and insurance products offered through ICA and affiliated insurance agencies are *not insured by the FDIC/NCUA or any other Federal Government agency *not a deposit or other obligation of, or guaranteed by any financial institution or their affiliates *subject to risks including the possible loss of principal amount invested.