A supportive alliance of like-minded professionals

The most experienced and conscientious advisors in the industry eventually come to the realization that they need independence, support and the broadest array of unbiased resources to best serve their clients. That’s the mission behind Independent Wealth Partners, an organization established to support like-minded financial professionals who seek customized, hands-on guidance and assistance as they transition and operate their practice as a truly independent business.

The team at Independent Wealth Partners offers the flexible foundation of assisted independence, including shared office resources, supervision and enhanced compensation amongst a cohort of other top advisory practices, each maintaining their own brand and identity as they grow and prosper.

The essence of investment management is the management of risks, not the management of returns.
Benjamin Graham

Partner with us and explore your path confidently

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.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc., is not a registered broker/dealer and is independent of Raymond James Financial Services.  Loftus & Preusser Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.

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