The Investment Counsel Company has been providing clients with independent, unbiased wealth management services since 1987. As one of the first independent wealth management firms in Nevada to introduce the fiduciary standard, ICC offers transparency and integrity by seeking to eliminate or disclose conflicts of interest and putting client 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:*
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 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.
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.
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.
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 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.
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.
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. It was among the first in southern Nevada to implement the fiduciary standard, which seeks to eliminate or disclose conflicts of interest so our professionals can give their maximum effort to achieving all that is important to you.
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.