Independent Wealth Management in Las Vegas

Our wealth management services can include:*

Investment Management

ICC investment management services begin with a thorough discussion of your financial goals and all that is important to you. From that a formal Investment Policy Statement is developed which helps us to understand your goals and expectations and craft your personalized investment strategy accordingly.

Financial Planning

Financial planning is a comprehensive approach to attaining your future financial goals that takes into consideration your lifestyle, goals and values, in addition to your assets. Our financial planning services can thoroughly analyze your current and future financial situation before recommending a path to strive to achieve your long-term goals.

Retirement Planning

Our team of advisors can provide the guidance, perspective and judgment necessary to develop a strategy to help provide peace of mind that you have proactively developed a sound financial plan for your golden years.

Estate Planning

Our investment and estate planning professionals can collaborate with your attorney and accountant to address estate planning issues to prepare for the needs of your family.

Philanthropic Planning

Our professionals can work with you to help create a lasting legacy by planning meaningful charitable giving that aligns with your core values and your financial objectives.

Tax Planning

Tax planning is an essential component of an overall wealth management strategy. Our goal isn’t to help you avoid taxes; instead, we work with your CPA to reduce your tax burden through meaningful charitable gifts, estate planning and a thorough understanding of state and federal tax laws and how they apply to your unique situation.

Intergenerational Wealth Transfer

Once you have planned for your own financial future, you may want to start making plans for the next generation. ICC inheritance planning services, along with your tax and legal professionals and our in-house tax and estate planning specialists, can help develop the groundwork to establish a meaningful strategy for a sustainable, seamless wealth transfer process.

ESG Investments

An acronym for “Environmental, Social, Governance”, ESG is a broad construct consisting of investment factors that are related to an investor’s moral or ethical values, rather than those related only to financial performance. Therefore, just as every person’s values are unique, the meaning of ESG is unique to every investor.

*Please Note: Limitations: The scope of services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. ICC does not serve as an attorney, accountant, or insurance agent. ICC does not prepare legal documents or tax returns, nor does it sell insurance products.
**Please Note: Limitations: Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the Investment Counsel Company is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see participation criteria/methodology). Unless expressly indicated to the contrary, ICC did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of ICC by any of its clients.