Jason Valle and John Lackey, CFP® now part of IWC.

We help make your retirement an adventure worth sharing.

Meet Our California Team

Guided Wealth Portfolios

Start Investing for Your Future Today

Invest for your future with our new online platform that combines the benefits of a personal financial advisor with sophisticated technology. You still get the Independent Wealth Consultants experience and expertise, but with the added convenience and transparency of an automated investing solution. Guided Wealth Portfolios (GWP) provides you personalized, objective investment advice through an online platform with 24-7 access to your accounts.

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<strong>Create an investment plan to&#160;pursue&#160;your goals</strong>

Create an investment plan to pursue your goals

Before we can build a plan to help you pursue your financial goals, we’ll need to know a bit more about you. In this short exercise, answer questions about yourself and your future objectives. Then, request a consultation so that together, we can build a plan striving to help you get there.

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<strong>Financial Planning</strong>

Financial Planning

Planning for the future is something that everyone thinks about at one point or another, but few have formalized their plan. We specialize in working with you on defining and clarifying your personal goals to implement a plan of action that is tailored to pursue the outcomes you envision for you and your family.

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<strong>Wealth Management</strong>

Wealth Management

We take pride in being an independent boutique financial service company that offers non-proprietary investment products and services. Whether your aim is capital preservation or to increase your wealth, your portfolio can be tailored accordingly. Your investment objective, time frame, and risk tolerance will determine the percentages you will have in different asset classes.

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What’s Your Risk Number?

Determining how fast you’re comfortable traveling on your investment journey is the first step in helping your advisor develop an investment strategy that’s perfect for you.

Everyone has a Risk Number.

Let's Find Yours
<strong>Our Mission and Commitment to You</strong>

Our Mission and Commitment to You

To empower and impel our clients to make informed financial decisions based on independent advice and provide service that exceeds their expectations.

We are Independent Wealth Consultants, an independent financial investment services company, founded with the goal of assisting our clients in every aspect of their financial lives. We are not tied to proprietary products and/or companies, nor are we limited to sell selected products. We offer access to an array of investments that are tailored to the individuals we serve. We’ve provided the most personal service available since 2007, thus continuing to strive for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.

Meet Our Team
<b>Risk Management</b>

Risk Management

Life events come in many different shapes and sizes. These events can include death, disability, loss of income, divorce, or long term care needs. Working one on one, we will know your situation to create a detailed analysis to help fine tune your insurance protection needs. This will give you and your family the confidence that your family’s financial burden would be reduced during this time.

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<b>Where do you want your financial roadmap to take you?</b>

Where do you want your financial roadmap to take you?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.

Weekly Market Commentary

Create an investment plan to pursue your goals

Each week the LPL Financial Research team assembles thoughtful insight on market and economic news.

Download Market Commentary

Download Economic Commentary

Before we can build a plan to help you meet your financial goals, we’ll need to know a bit more about you. In this short exercise, answer questions about yourself and your future objectives. Then, request a consultation so that together, we can build a plan to help you get there.

Learn More

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