A complete list of active advisors currently associated with IAS Wealth Management, Inc.

Warmer can help you find a great advisor at IAS Wealth Management, Inc. or one who fits your needs even better.

IAS Wealth Management, Inc. is a fee-only, SEC-registered advisory firm that serves individuals (including high-net-worth clients), trusts, estates, and business owners with ongoing discretionary portfolio management and financial planning. The firm provides personalized services common to team firms — such as periodic rebalancing, retirement account advice, portfolio personalization, and collaboration with clients’ CPAs and estate professionals — and delivers quarterly reporting on holdings and performance. Investment decisions are made by a team-based investment committee that maintains an IAS Select List and meets regularly to add or remove investments; accounts are managed discretionarily to align allocations with clients’ objectives, risk tolerance, tax considerations, and time horizons. The firm emphasizes diversification and long-term positioning, applies tax-aware implementation (including tax optimization and tax-loss harvesting where appropriate), and may place portions of client assets with third-party sub‑advisors that it selects and monitors. Noteworthy operational features include a long operating history (established in 1994) and roughly $549 million in assets under management overseen by a small team of advisors, which gives the firm a relatively concentrated adviser-to-client structure and a formal committee-driven investment process. IAS does not accept transaction-based compensation, does not vote proxies on clients’ behalf, and will accept client-directed brokerage (which can result in separately executed trades), disclosures that may affect how clients evaluate trade execution and governance.

To learn more about the advisors currently working at IAS Wealth Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.