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We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients

The IB Wealth Management Team has over 135 years of investment and planning experience combined and are dedicated to continually expanding our level of knowledge. Currently our staff includes two Certified Financial Planners ™, an Accredited Investment Fiduciary (AIF®), a Certified Wealth Strategist (CWS®) and several other registered Investment Executives along with two licensed Sales Assistants. We are focused on your individual goals and objectives and strive to assist you in being financially independent. It is our mission to build a long standing relationship that spans multiple generations based on trust, knowledge, and superior service.

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Cetera Investment Services LLC

Our Investment Executives are registered for securities and licensed for insurance throughout the state of Michigan. We are also registered with Cetera Investment Services LLC, a registered Broker/Dealer and member FINRA/SIPC. Cetera Investment Services is one of the nation’s leading brokerage firms providing brokerage services at banks and credit unions throughout the country.

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Client Centered

Client Centered

IB Wealth Management takes pride in being Independent.

This means that our advice and recommendations are free from bias or conflicts of interest. We do not have any proprietary products which provides you, the client, peace of mind knowing that any advice or recommendations are in YOUR best interest and tailored to achieve your goals and objectives.

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