Wanner & Associates Private Wealth Management o/a IG Private Wealth Management

About Us

Wanner & Associates provides holistic financial planning for executives, professionals, business owners, pre-retirees and retirees who wish to take a collaborative approach to financial planning. We have the expertise to help you fully understand your financial status and the impact of impending life transitions. We bring order to your financial life by developing a strategy that ensures your best interests. Our team of investment, tax and estate specialists will take the time to understand your needs and then design and monitor your customized financial plan.

The relationships we have with clients are partnerships. Our goal is to create a unique and flexible wealth management strategy to support your immediate needs and long-term goals.