Inspire Private Wealth Management

The firm serves individuals, business entities, trusts, estates, charitable organizations and retirement plans, providing discretionary investment management, retirement plan consulting, and, when requested, standalone financial planning and non‑investment consulting. It also participates in third‑party advisory programs and can act as advisor or co‑advisor to accounts managed by selected portfolio managers.

Portfolios are allocated to meet each client’s stated objectives and risk tolerance and are implemented across individual equities, fixed income, mutual funds and ETFs, with ongoing account reviews and trade execution handled by the firm. For retirement plan and institutional clients the firm provides services such as IPS development, manager monitoring, participant education and enrollment meetings, and when engaged for ongoing investment monitoring accepts ERISA fiduciary responsibilities for those advisory services.

Noteworthy aspects of the firm include representatives who hold insurance licenses and, in their individual capacities, may recommend commissionable insurance products — a practice less common among independent firms — and a specific focus on serving corporate and institutional plan sponsors. The firm also conducts educational seminars and workshops for clients and plan participants and routinely uses program sponsors and third‑party portfolio managers, arrangements that involve separate program or custodial services and support.