Wealth Management

Incisive Financial Group provides personalized, fiduciary wealth management designed to help individuals and families build lasting financial confidence. Whether you’re just beginning to grow your assets or preparing for retirement, we guide every step with clarity, structure, and long-term strategy.

Our Wealth Management Services

Comprehensive Planning and Investment Support

We provide a full suite of financial planning and investment services tailored to your goals, stage of life, and comfort with risk. Each service below links to a deeper specialty area for clients who want focused guidance.

Rocking chair with dollar sign, a downward arrow, possibly indicating retirement or investment.

Retirement Income Planning

Helps you create a sustainable withdrawal strategy and navigate Social Security, RMDs, and tax-efficient income.

Money bag with gear, coins, and a growing plant, symbolizing financial growth and investment.

Investment Management 

Designed for key employees and executives requiring sophisticated, tax-efficient savings strategies.

Wallet with dollar bill and a clock with a counter-clockwise arrow.

Executive & Deferred Compensation Guidance

Assists high earners in optimizing equity awards, deferred comp plans, and complex compensation structures.

A Personalized Approach to Building Wealth

Financial Guidance That Evolves With Your Life

At IFG, wealth management is a collaborative, education-driven process that starts with understanding your goals, values, and financial picture. We design holistic plans covering retirement timelines, family needs, budgeting, investment strategy, and tax considerations—acting as your personal CFO. Our advisors build diversified portfolios aligned with your risk tolerance and adjust them as markets shift or life events occur. We serve clients at all levels, offering the same commitment and care whether you’re starting your investment journey or managing significant assets.

Man in blue sweater laughs while on the phone and using a laptop outdoors.
A woman in a red sweater is sitting on a chair holding a cup of coffee.

Frequently Asked Questions

Answers to Common Questions About Wealth Management

  • Do I need a financial planner if I already have a 401(k) or investment accounts?

    Yes—most people benefit from coordinated, goal-based planning that looks beyond individual accounts. A financial planner ensures your investments, savings, insurance, retirement timeline, and tax strategies all work together. IFG helps you identify gaps and opportunities you may not see on your own. With a structured plan, you gain clarity, confidence, and better long-term outcomes.

  • How does IFG approach investment management?

    We take a fiduciary, research-driven approach that prioritizes diversification, risk management, and long-term performance. Portfolios are built around your goals and regularly reviewed to account for market conditions or life changes. We avoid unnecessary complexity and focus on cost-efficient investments. Our ongoing communication ensures you always understand how your money is being managed.

  • What does IFG’s retirement planning process include?

    We analyze your projected income sources—401(k)s, IRAs, pensions, Social Security—and determine whether you’re on track for your desired retirement lifestyle. Our advisors model different retirement ages, spending patterns, and income strategies to create a sustainable plan. We help you make decisions about Roth conversions, RMDs, and tax efficiency. The result is a clear, customized roadmap for your retirement years.

  • Does IFG work with younger professionals or only high-net-worth clients?

    We serve clients at all stages, from early-career savers to retirees with substantial assets. Many young professionals choose us to help establish strong financial foundations and long-term investment habits. We believe in being a “wealth creator,” helping clients grow over time rather than expecting them to arrive with high assets. Our inclusive approach ensures everyone receives thoughtful, high-quality guidance.

  • How does IFG coordinate with tax or estate planning professionals?

    While we don’t draft legal documents or prepare tax returns, we collaborate closely with attorneys and CPAs to ensure every part of your financial life is aligned. We help you identify estate planning needs—such as wills, trusts, and beneficiary designations—and support charitable giving or legacy goals. We also incorporate tax-aware strategies into investment and retirement planning. This coordinated approach gives you a complete, cohesive financial strategy.