Our Process



Our Personal Wealth Management Strategy

We delivery a unique and comprehensive approach to financial planning. Our Wealth Management Strategy will help you understand where you are today, and lead the way into the future.  Client specific and goal-orientated financial planning. Your objective, our goal.

Your Objective, Our Goal.

As individual you are, so is your financial plan. We focus on implementing a plan orientated towards your customized objectives and individual needs. (Retire at age 55, Mitigate Estate Risks, or Preserve my Wealth.

Our team will measure and analyze your financial position, make recommendations covering your opportunities, weaknesses and financial goals.  We integrate comprehensive financial strategies focused on, (1) your financial objectives, (2) building efficiencies while maximizing value and (3) mitigating risks.

Our Wealth Management Strategy in summary will cover the following three (3) basic areas:

Analysis of your Financial Position.
Portfolio Management and Risk Mitigation
Implementation of a Comprehensive Tax & Estate Plan 


Our Phased Process 

Fit Meeting and Discovery - Phase #1

Our initial meeting will set the scope of the relationship, explore your value and our services. We match our services to your needs and establish the direction of the relationship. Together, we measure and analyze your financial position and discover your opportunities while addressing your risks. Each person is unique and requires a customized plan. 


Focused Financial Planning - Phase #2

During the next phase, we will review your financial position, your future expectations and your objectives. We prioritize what matters most, recommend and address needs and establish your financial objectives. In preparation to plan for integration of your plan, we prioritize your objectives by recommending adjustments to maximize value, mitigate risks and identifying additional opportunities.  Your financial plan will cover each of your life phases; career development, pre and post retirement, wealth accumulation and family succession. Also, detailing in post retirement review to maximize your income.  

Our planning procedure covers the below mentioned topics that are customized to match your criteria:

  • Planning for each Life Stage (Wealth Accumulation, Retirement and Family Succession)
  • Integration Wealth Preservation & Tax Reduction Strategies
  • Post-Retirement Income Strategies
  • Estate & Tax Succession Planning
  • Risk Management (Protecting your loved ones)
  • Banking / Cash Flow Management, among various others. 


Objective-Orientated Strategies - Phase #3

We implement your financial strategy directed to achieve your individualized objectives. At this phase, we have a defined strategy and adjust your personal objective to match your current criteria and implement your plan, as directed by you.  Your investment portfolio will be structured to maximize on value, reduce estate risks and focus on wealth management. As an investor you will receive recommendations based on your investment time horizon, risk tolerance and objective.

Review and Refine - Phase #4

We refine your plan by improving and building upon your objectives and seeking additional opportunities. We update your financial objectives in benchmark to your  personal situation, market environment and changing life style.

Your financial plan will keep evolving on an annual basis and customized to your unique goals. 



Our Wealth Management Strategy Guideline


Once we have a plan in place, we believe it is important to stay on course. Regularly measuring and celebrating your successes will not only keep you on course but also keep you motivated.

Our structured, step-by-step process means that our team will be able to effectively integrate all facets of your financial life, uncover new opportunities, or make changes to your established plan as necessary.


All Advisors are not created equal!

You’re probably not a stranger to the ‘all advisors are alike’ school of thinking. We believe we bring something different to the table.

• We follow a disciplined and proven approach to establishing a professional relationship with you, our clients.

• We follow a prescribed, ongoing communication template in which we’ll establish and confirm your expectations and then proceed to deliver against.

Our Commitment is Our Word

At IPC, we pride ourselves on our integrity. We hold ourselves to the highest of standards when it comes to ethical business practices.


  • We act with the highest integrity in your best interests, placing them above our own.
  • We disclose to all sources of compensation and any potential conflicts of interest, should they arise, for our recommendations and services.
  • We make every effort to provide objective, impartial, and complete information to you about your financial needs and commit to offering realistic advice with the options available to you. We will detail the negative risks as well as the positive aspects of any recommendation.
  • We continually seek to maintain and improve our knowledge, skills, and competence, providing advice only on matters within our areas of expertise.
  • And finally, we believe we are in a powerful position to make unbiased recommendations since we are under no obligation to sell proprietary products.

People and Relationships

  • We work hard to bring you value consistently!
  • From our deep knowledge of you, our clients, we provide input to IPC, which in turn helps them develop innovative products and services to respond to your evolving needs and desires. Everyone that works with us from the top down is consistently challenged to bring their A-game, developing themselves personally and professionally, all with the goal to serve you better by creating an environment of fairness, dignity and mutual respect within which you will thrive.


  • We develop strategic alliances with like-minded companies to enhance our core competencies, serve you, our clients, more effectively and as a result, we build our business.
  • We follow a performance-based approach to measuring and monitoring our achievements. Staying on top of things consistently means that we can adjust and course correct where necessary for optimal success.
  • We believe in the value of using advanced technology to support us in our efforts to innovate, improve efficiency, and deliver value consistently.