Lakeland, FL Office

Iliad Wealth Solutions provides investment management, financial planning and retirement-plan advisory services to individuals — including high‑net‑worth clients — as well as to small and mid‑sized employer‑sponsored retirement plans. Services include portfolio management across taxable and retirement accounts, plan menu design for sponsors, and referrals to an outsourced estate‑planning platform.

The firm follows a blended investment approach that combines buy‑and‑hold allocations with tactical active strategies, using in‑depth client interviews, investment policy statements and Riskalyze to tailor portfolios of ETFs, mutual funds and individual stocks; it may implement strategies through Altruist’s Model Marketplace or independent managers. Financial planning is available as a one‑time engagement or an ongoing subscription option, and client relationships are monitored with periodic reviews and at least annual meetings.

Iliad is distinctive among peers in reporting the majority of its assets as managed on a non‑discretionary basis while maintaining a smaller discretionary book, and in directing clients to a specific custodian/platform for trade execution and model delivery. The firm also discloses affiliated businesses — an insurance agency and an accounting/tax practice — and documents referrals to those and other third‑party services as potential conflicts of interest for clients to consider.