Strategic Wealth Management for |
Maximize your growth potential and minimize your tax burden with our expert financial planning and investment strategies.
Who We Serve
At IarannWealth, we build lasting relationships with a diverse clientele, includingretirees, successful business owners, dedicated professionals, and multi-generational families. Our clients value a personal touch and a deep understanding of their unique financial journeys.
Many of our new clients come to us through referrals from satisfied clients who have experienced the IarannWealth difference. They often seek us out during significant life transitions – retirement, selling a business, inheritance, or planning for their family's future – recognizing the need for expert guidance.
Our Services
Comprehensive financial solutions designed specifically for entrepreneurs and business owners.
Transparent Fee-Only Planning
Experience complete peace of mind with our fee-only financial planning. We eliminate conflicts of interest by working solely for you, ensuring unbiased advice that prioritizes your financial well-being. No commissions, no hidden fees, just your best interests at heart.
Strategic Tax Optimization
Unlock significant tax savings with our expert tax planning strategies. We'll help you structure your business, identify deductions, and implement long-term strategies to minimize your tax burden and maximize your profits.
Sophisticated Wealth Management
Grow and protect your wealth with our tailored investment management solutions. We focus on achieving strong risk-adjusted returns while utilizing tax-efficient investment vehicles to help you reach your long-term financial goals.
Expert Business Advisory
Navigate complex business decisions with confidence. We provide strategic guidance on cash flow management, financial planning, and succession planning to ensure the continued success and growth of your business.
Our Transparent Pricing Options
We offer two distinct pricing models designed to fit your specific needs and preferences: Assets Under Management (AUM) and Fee-Based Financial Planning. Both options are transparent and straightforward, ensuring you know exactly what you're paying for.
Assets Under Management (AUM) Pricing
Our AUM pricing is based on a percentage of the assets we manage for you. This approach aligns our interests with yours, as our compensation grows only when your portfolio does.
| Asset Level | Annual Fee |
|---|---|
| $250,000 – $500,000 | 1.2% |
| $500,001 – $1,000,000 | 1.1% |
| $1,000,001 – $3,000,000 | 1.0% |
| $3,000,001 – $8,000,000 | 0.9% |
| $8,000,001 – $15,000,000 | 0.8% |
| $15,000,001 – $25,000,000 | 0.7% |
| $25,000,001+ | 0.6% |
Fee-Based Financial Planning
Our Fee-Based Financial Planning option is perfect for those who prefer a fixed-fee approach. This plan is based on your household's gross income and provides comprehensive financial planning services.
1% of Household Gross Income
With a ceiling of $10,000 or a minimum of $2,500, whichever is higher.
Example 1: A married couple collectively earning $520,000 a year would pay a fee of $5,200.
Example 2: A single individual earning $190,000 per year would pay a fee of $2,500 (as it's the higher of the two options).
This pricing model ensures that you receive comprehensive financial planning services at a predictable cost, regardless of your asset level.
Who We Serve
We're committed to helping individuals and families from all walks of life achieve their financial aspirations. Our personalized approach ensures that everyone receives the attention and expertise they deserve.
Business Owners
Entrepreneurs and business owners looking to optimize their tax strategy while scaling their companies.
High-Income Professionals
Doctors, lawyers, and executives seeking comprehensive wealth management and tax optimization strategies.
Tech Founders
Startup founders and tech entrepreneurs managing equity compensation and planning for liquidity events.
Individuals & Families
Whether you're just starting your financial journey or planning for a major life event, we provide personalized guidance to help you achieve your goals.
Pre-Retirees & Retirees
We help you confidently transition into retirement and create a sustainable income plan to enjoy your golden years.
You!
No matter your financial situation or stage in life, we're here to help you achieve financial freedom and security. Your goals are our priority.
About Us
Since 2010, we have specialized in helping entrepreneurs and business owners navigate the complexities of wealth management and tax planning. Our approach combines sophisticated financial strategies with practical business experience, ensuring every decision considers both immediate benefits and long-term implications. Unlike traditional firms, we understand the unique challenges of building and scaling companies, making us the ideal partner for business owners seeking to build lasting wealth while minimizing their tax burden.