Wealth Management

The Investment Counsel Company has been providing clients with independent, unbiased wealth management services since 1987. As the first independent wealth management firm in Nevada to introduce the fiduciary standard, ICC offers transparency and integrity by seeking to eliminate or disclose conflicts of interest and putting your needs and best interests first. In addition, our team strives to provide the highest level of client service. ICC has been ranked by the Wall Street Journal and Barron’s as one of Top 100 Independent Financial Advisors in the nation and the #1 Financial Advisors in Nevada for seven straight years. Only thirteen other firms in the country have achieved this distinction.**

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 allows 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 provide peace of mind that you have proactively developed a sound financial plan for your golden years.

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.

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.

Estate & Tax Planning

Our investment, tax and estate planning professionals can collaborate with your attorney and accountant to address tax and estate planning issues so your family can always be well cared for.

Learn More About How ICC Can Help You Meet Your Financial Goals

ICC has over three decades of experience as an independent, Las Vegas based wealth management firm and the first in southern Nevada to implement the fiduciary standard, which seeks to eliminate or disclose conflicts of interest to allow our professionals to help prioritize your needs.

If you’d like to learn more about our wealth management services and have $1,000,000 or more in investable assets, contact ICC founder Randy Garcia today at 702-871-8510 or [email protected].

  • ICCNV contact phone number