The IWP Team
At Independent Wealth Partners, our experienced team is dedicated to providing unparalleled support, enabling you to focus on your clients with precision, freedom, and flexibility. We understand that every financial practice is unique, which is why we tailor our guidance to help you achieve your long-term goals with confidence.
Whether you are selecting the right business model, navigating the complexities of marketing and branding, or streamlining your operations, our team is here to ensure your transition to independence is seamless and successful.
Partner with us to unlock the freedom to build your practice your way, backed by the expertise and resources of a team that puts your success first.
Professional Team
Team Behind Our Success
Mark Loftus, CFP®
Jeffrey Preusser, CFP®
Cindy Hermosillo
Kelly Eagan
Contact us today to learn more about Independent Wealth Partners.
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.
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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