Advisor Experience

Bringing You and Your Clients’ Future into Focus

Partnering with Independent Wealth Partners and becoming part of the Raymond James family is more than a career move—it is a transformation for you and your clients.

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The Path to Independence with IWP

The journey to independence begins with understanding how this decision benefits both your practice and the clients you serve. At IWP, we are committed to guiding you every step of the way, ensuring a seamless transition and empowering you to thrive in your new environment.

Understanding Independence: We’ll help you explore the benefits of independence for you and your clients, ensuring this path aligns with your goals.

Due Diligence: Once we determine that IWP is a good fit, we’ll assist you in navigating the due diligence process to ensure clarity and confidence in your decision.

Pre-Transition Process: After your commitment, our dedicated transition team will work with you to prepare for your move, ensuring every detail is managed efficiently.

Seamless Transition: Our primary focus is ensuring your clients transition smoothly from your prior firm while maintaining trust and continuity.

David Kane Explains the Seamless Transition to Independent Wealth Partners

The Benefits of Independence

Client Management Support

Leverage the expertise of the IWP team to provide exceptional service to your clients.

Collaborative Culture

Work in an environment that values a team approach and encourages shared success.

Back-Office Excellence

Access experienced professionals who handle the operational details, allowing you to focus on growth and client care.

Growth-Focused Environment

Enjoy a culture that fosters both personal and professional development, promoting your success in a supportive atmosphere.

Ready to Bring Your Future into Focus?

Take the first step toward supported independence and unlock the potential of your practice with Independent Wealth Partners.

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.

EMAIL

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1901 Butterfield Rd, Suite 100 Downers Grove, IL 60515

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Hours: Mon-Fri 8:00 am to 5:00 pm

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(630) 566-9270

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(630) 566-9292

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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.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

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