Important IPI and/or IPI Wealth Website Disclosures:
The IPI and/or IPI Wealth websites display an overview of our services. Conversations to gather specific advice from a qualified professional should be managed before taking the next step. Our website is not a solicitation for the purchase or sale of any security, and it is not intended to offer tax, legal, or investment advice.
IPI and/or IPI Wealth Third Party Websites:
From time to time, IPI and/or IPI Wealth partners with third party service providers to offer a variety of programs and tools, and some could be held on a website which has been independently developed or on a third-party server. When accessing the IPI and/or IPI Wealth websites, you may be linked to other third-party servers. Note that entry to other sites or use of any programs or third-party tools website are subject to any and all of their terms and conditions.
IPI and/or IPI Wealth Links:
IPI and/or IPI Wealth does not endorse products or content of linked websites found on this site. Links found on this website are for informational purposes only.
IPI and/or IPI Wealth Client Portals:
The IPI and/or IPI Wealth websites do have portions of material that are password protected. These areas are clearly labeled and restricted only to authorized users. Use of passwords and maintaining confidentiality in the password-protected areas is the responsibility of the users.
IPI and/or IPI Wealth Social Media:
IPI and/or IPI Wealth social media profiles are only for informational purposes. The information shared is not a solicitation or a suggestion to sell or buy securities. When making investment decisions, the content on social media sites should not be used, and investors should carefully consider all costs, objectives, and risks that are associated with making any decision. Posts by a third-party on these social media sites have not been reviewed or approved for exactness or comprehensiveness, and the views or opinions of IPI and/or IPI Wealth or its partners are not necessarily reflected in any third-party posts.
IPI and/or IPI Wealth General Disclosure:
Information about IPI and/or IPI Wealth can be found in the Form CRS and in the Regulation Best Interest disclosure document.
The IPI Wealth Form ADV Part 2 provides additional information, including expenses and management fees and can be obtained at the SEC’s Investment Advisor Public Disclosure site or upon request.
Additionally, securities are not FDIC insured, are not guaranteed against market risk, and may lose value. All illustrations used on this website are hypothetical and assume certain facts, figures, or rates of return. Some illustrations may show how a market index has performed. An investor cannot invest in an index, although there are some investments designed to mirror index performance. Past performance is not a guarantee of future results.
Any guarantees for insurance products are based on the claims paying ability of the issuing insurance company. Annuities are long-term contracts intended for retirement purposes and should not be purchased with funds for which there will be an immediate or short-term need, as early withdrawals can result in tax penalties and/or surrender charges. Neither IPI, IPI Wealth nor any of its financial professionals are permitted to give legal or tax advice on behalf of IPI or IPI Wealth, its subsidiaries or affiliates. Some individuals who are financial professionals of IPI and/or IPI Wealth may be attorneys or accountants and may separately provide tax advice or services under a name other than IPI and/or IPI Wealth, its subsidiaries or affiliates. For purposes of an investor's overall financial, estate or retirement plan, IPI and/or IPI Wealth highly encourages its investors to obtain the independent advice and services of legal and tax professionals.
2022 Industry awards, Process, and Disclosure:
• Top 50 Fastest Growing Firms by FA Magazine
• FA’s RIA Survey & Ranking 2022 by FA Magazine
About Financial Advisor Magazine:
Financial Advisor Magazine (“FA”) delivers essential market information and strategies that advisors need to succeed in their increasingly complex environment. FA focuses on sophisticated planning and investment strategies to help advisors better serve their affluent clients, as well as practice management ideas to help advisors build their firms. FA goes in-depth to challenge traditional planning wisdom by introducing readers to new approaches to help them better counsel clients. FA Magazine created these awards, and both awards were given in August of 2022. IPI does not pay a fee to FA in exchange for inclusion or use of the above rankings.
Process and Disclosure:
To define the Top 50 Fastest Growing Firms, FA Magazine ranked firms by the percentage growth in assets between 2020 and 2021, using the firm’s year end 2021 asset total.
To rank firms in FA’s RIA Survey & Ranking 2022, FA Magazine ranked firms by their year-end 2021 assets.
FA’s RIA survey is a ranking based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. FA’s RIA ranking orders firms from largest to smallest, based on AUM reported on the advisors and verified by review of advisor’s ADV forms. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Firms must have at least $500 million in assets under management as of December 31, 2022, to be included in the print edition of Financial Advisor magazine’s 2023 RIA survey. Financial Advisor’s ranking comes at no cost to IPI.
Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings, and recognition are based on information prepared and submitted by the advisor.