Independence Wealth Group

Overview

Independence Wealth Group is an independent registered investment adviser that focuses on serving individual and family clients through fee-based portfolio management and financial planning. The firm emphasizes equity-centric portfolios, running discretionary strategies for its client base while also offering educational seminars and insurance brokerage services. Investment activity centers on exchange-traded equities and related liquid instruments, with a preference for building core equity exposure supplemented by third‑party alternative managers and insurance products. Advisory capabilities cover tailored portfolio management for individuals and small businesses, with the firm charging a percentage-of-AUM fee. Independence Wealth Group does not position itself as a multi-state ESG investor and maintains direct relationships with third-party managers for alternatives rather than operating as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices