Independence Wealth Group
IWG is a Fee Based firm focused solely on the client’s needs/goals for Asset Management, Estate Planning, & Insurance and not the commission compensated to our advisors. We believe our AEI Approach to investing is what sets us apart from our competitors. Providing quality service, long-term investing strategies and using a team based approach in creating a holistic plan. We must first know YOU before we can make any recommendations!
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Verified contacts
3
available on Kipplo
LinkedIn employees
3
1 to 10 range
Open roles
—
no listings
Distinct roles
2
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
- MO
Marco Ochoa
Wealth Manager · Finance & Accounting
EmailPhone - GH
George Hinojosa
Partner · General Business & Management
EmailPhone - JC
John Chan
Partner · General Business & Management
EmailPhone
Showing 3 of 3 verified contacts
Top roles at Independence Wealth Group
2 distinct titles indexed · top 2 shown.
- 2partner
- 1wealth manager
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