Miami, FL Office

IPI Wealth Management, Inc. provides investment management, financial planning, and access to third‑party asset managers and TAMP programs for individuals (including high‑net‑worth clients), businesses and retirement plans. The firm manages roughly $2.65 billion in client assets across a team of 66 advisors and also offers participant‑level retirement plan advice and plan sponsor services.

IPI operates an open‑architecture model and offers a suite of proprietary, risk‑based model portfolios — including IPI IntelligentPortfolios, ExecutivePortfolios, ESG models and a Biblically Responsible Equity portfolio — that are managed on a discretionary basis and reviewed quarterly by an Investment Committee in collaboration with TaiberKosmala & Associates. The firm emphasizes strategic asset allocation combined with active manager oversight and can apply tax‑aware rebalancing and asset‑location strategies to held‑away accounts such as 401(k)s and HSAs.

Distinctively, IPI has outsourced certain execution, billing and reporting functions to an outsourced‑agent platform (TAIKO) while retaining fiduciary responsibility for investment decisions, and it authorizes supervised use of an AI note‑taking application to summarize client meetings with human review. The firm also acts as a marketing agent for other registered investment advisers and offers both ERISA 3(21) advisory and 3(38) discretionary manager services, a mix of operational arrangements and product offerings that is less common among peers of its size.