With an enhanced team-based approach that provides both local and national industry expertise, Powell & Associates Private Wealth provides you with an elevated level of advice and resources. We provide comprehensive wealth management solutions and based on what is right for your unique needs, we will tailor an approach specific to managing your wealth and achieving your goals.
Taxes are a critical consideration that impact every aspect of your financial life. As part of a holistic planning approach, we’ll integrate sophisticated tax planning solutions to help manage the complexities of your wealth and ensure your overall plan is tax-efficient.
We are guided by a disciplined investment approach that leverages the combined talents of IG Wealth Management’s investments team and leading global investment partners. This helps unlock a world of opportunity, so you can confidently pursue your goals and financial well-being.
Creating a legacy for the people, organizations and causes you care about requires proactive planning. We will help you create a carefully structured estate plan that reflects your unique wishes, protects your wealth and provides clarity to those you love.
We really appreciate Jamie's efforts and advice to help us adjust our financial framework as we approach our golden years. We would not be in such good shape had we not had Jamie to help us navigate the global meltdown of recent years. He really does care about us as clients.
Download our free whitepaper on estate planning for guidance on what you need to know to create the right plan for your loved ones.
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