Intermountain Wealth Management, Inc.

Intermountain Wealth Management provides investment advisory and financial planning services to individuals, high‑net‑worth clients, and retirement plans, offering both discretionary portfolio management and non‑discretionary self‑directed accounts. The firm operates as a fee‑only RIA and manages client assets through model portfolios spanning conservative to aggressive risk profiles.

The firm’s investment process combines technical and fundamental analysis and uses several named models (All Bond, Conservative, Moderate, Balanced, Growth, Aggressive) alongside a long‑term trend‑following tool called the Hurricane Indicator® to alter equity exposure; accounts are rebalanced at least semi‑annually and model trades are commonly executed as block trades. Financial planning is integrated into the advisory relationship and client accounts are reviewed on an annual or semi‑annual schedule, with additional reviews prompted by life events.

Compared with peers, IWM distributes a monthly “Stock Market Update” to clients — a communications practice that is relatively uncommon among similarly supported firms — and maintains a notably high client load (roughly 200+ clients per advisor), which the brochure indicates is managed through standardized models, Fidelity custodial services, and participation in Fidelity’s institutional program. The firm’s mix of model‑based management, the self‑directed option, and explicit trade allocation procedures are emphasized as the operational means for scaling service across a larger client base.