Independent Choices
Independent Affiliation Options
At Independent Wealth Partners, we understand that the path to independence is not one-size-fits-all. That’s why we have created independent affiliation options tailored to meet the needs of four distinct types of financial advisors and teams. Whether you are seeking autonomy, expanding your practice, transitioning from a wirehouse, or planning your legacy, we provide the tools, support, and expertise to ensure your success.
Explore how our independent model empowers you to build the practice you have always envisioned while focusing on what matters most—your clients.
01
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. At Independent Wealth Partners, we empower innovators to focus on what matters most: delivering exceptional service to clients while building a future aligned with their vision.
02
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. At Independent Wealth Partners, we provide the tools, expertise, and collaborative culture needed to turn ambitious growth plans into measurable success.
03
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. At Independent Wealth Partners, we help wirehouse pioneers redefine their future with personalized solutions and a seamless transition process designed to preserve their client relationships.
04
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. At Independent Wealth Partners, we help legacy builders shift their focus to their own future, providing the tools and support needed to plan the next chapter with the same care they’ve dedicated to their clients.
Ready to explore your independent affiliation options?
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
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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.
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