Welcome to Independent Wealth Partners, where supported independence is our cornerstone. As part of the Raymond James family, we understand the journey of transitioning to independence.
Our experienced team provides unparalleled support, allowing you to focus on your clients with precision and flexibility. At IWP, we help you achieve your long-term goals with confidence, from selecting the right business model to managing your marketing and branding decisions.
Plan for yourself the way you plan for your clients and experience the freedom of true independence with IWP.
Welcome to Independent Wealth Partners
Your Path to Supported Independence
Our Independent Options
Independent Innovators
Individual financial advisors seeking autonomy and the freedom to grow their practice on their own terms while benefiting from comprehensive support and resources.
Growth Strategists
Innovative advisor teams who are in growth mode, looking to expand their practice and client base with the backing of a supportive and experienced partner.
WireHouse Pioneers
Full or partial teams currently residing at wirehouses, seeking to take the leap to independence while maintaining their collaborative approach and leveraging extensive branch and back-office support that they have come to expect for a successful transition.
Legacy Builders
Senior advisors preparing for retirement, with or without a current succession plan, focused on leaving a lasting legacy by ensuring a seamless transition and continued success for their clients and practice.
Why Independent Wealth Partners
Our Services, Technology, and Tools Are Designed with One Focus – You and Your Practice
At Independent Wealth Partners, our comprehensive suite of services, advanced technology, and innovative tools are all tailored to meet the unique needs of you and your practice.
Support
From back-office support and office consultation to acquiring technology, payroll, health insurance, and more, our team ensures you have everything you need.
Transition Team
Our trained and experienced transition team offers hands-on, single-point-of-contact support for a seamless transition, including expert assistance with registrations, operations, marketing, and advisory services.
Branding
We encourage the creation of your unique brand, and our experienced marketing team will help you build that brand and connect with the audience you most want to reach.
Ken Dow Discusses His Transition to Independence
Independent Wealth Partners
Our Wealth Teams
Loftus & Preusser
Wealth Partners
The LAT Group
Kane Wealth Group
The Dow Group
Professor Jeremy Siegel visits Independent Wealth Partners office and shares his insights on the market.
“I focus on my clients, I focus on my practice, I focus on my portfolios, I focus on the things I want to do, so it is truly a mutually beneficial relationship that we have with IWP.”
Ken Dow, Managing Partner of the Dow Group
Independent Wealth Partners
Corporate Headquarters
1901 Butterfield Road, Suite 100
Downers Grove, IL 60515
Questions About Independence? THE INDEPENDENT WEALTH PARTNERS TEAM HAS ANSWERS!
Pictured here is the interior lobby of Independent Wealth Partners corporate headquarters located at:
1901 Butterfield Road, Suite 100
Downers Grove, IL 60515
Supported Independence
Backed by
Raymond James
Independent Wealth Partners offers supported independence backed by the strength and trust of Raymond James, a firm with a long history of financial expertise and reliability. This partnership ensures that you can enjoy the freedom to run your practice your way while benefiting from the stability and resources of a trusted industry leader.
Media and News
Maximizing Your Practice’s Potential with Supported Independence
Discover how supported independence with Independent Wealth Partners and Raymond James can empower you to grow your...
The Transition Journey: A Step-by-Step Guide to Going Independent
Learn about the seamless transition process offered by our experienced team, from educating and guiding you about the...
Becoming a True Business Owner: Transitioning Your Life’s Work into a Thriving Business
Whether you’re seeking independence, growing your practice, leaving a wirehouse, or preparing for retirement, discover...
INTERESTED IN LEARNING MORE ABOUT BECOMING INDEPENDENT? LET'S START THE CONVERSATION
ABOUT US
Independent Wealth Partners, part of the Raymond James family, offers tailored support to help financial advisors transition to true independence. From business models to branding, we empower you to focus on clients and achieve your goals confidently. Experience supported independence with IWP.
COMPANY INFORMATION
1901 Butterfield Rd, Suite 100 Downers Grove, IL 60515
Hours: Mon-Fri 8:00 am to 5:00 pm
(630) 566-9270
(630) 566-9292
NAVIGATION
OTHER LINKS
Disclaimer:
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Independent Wealth Partners, Loftus & Preusser Wealth Partners, The LAT Group, The Dow Group and Kane Wealth Group. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Independent Wealth Partners, Loftus & Preusser Wealth Partners, The LAT Group, The Dow Group and Kane Wealth Group are separately owned and operated and not independently registered as broker-dealers or investment advisers.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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