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Private Wealth Management

Private Wealth Management
Establish Generational Wealth

Dedicated to helping affluent families address the multifaceted
demands of managing their wealth.

The complex financial issues of ultra high net worth individuals and families require highly specialized resources and
a deep understanding of the concerns associated with significant wealth. To help our clients address these issues,
Private Wealth Management combines the vast resources of a global financial leader with the tailored services of an
exclusive wealth management boutique.

With over 250 highly experienced teams located across the U.S., we specialize in the unique planning, governance,
liability management and investing needs that accompany affluence.

Our Advisor Careers Help Families
Build Common Wealth

Wealth Management Careers Have Huge Potential

What is the average annual salary for Wealth Management Specialist?
How much does a Wealth Management Specialist make?

The median annual Wealth Management Specialist salary is $78,434,
as of January 30, 2018, with a range usually between $63,568-$92,826,
however this can vary widely depending on a variety of factors..

Trust *OVER* ENTRUST

As part of the Wealth Management team, you will have the opportunity
to work alongside some of the industry’s leading experts to provide
comprehensive advice and solutions to our clients

Our Advisor Careers Help Families Build Common Wealth

Founded in 1988, Independent Capital Management, Inc. was formed with the philosophy of providing independent financial advice to individuals, families, and businesses throughout the country. This
unique combination of independent professional advice with a personal touch, is what we call “Real Advice from Real People.”

Private Wealth Advisors

Generational Wealth
Management

Wealth Management creates comprehensive first-class strategies for building,
preserving and transferring wealth for some of the world’s wealthiest
individuals and families

Old Money > Young Money

Your contributions can have lastingimplications
on clients and the causes they support.

If You Don’t Like Young
Money Stay Broke

We oversee $829 billion in assets for some of the
wealthiest individuals and families in the world

Manage Global Money

Our training and guidance focuses on combining
big-picture concepts with precise solutions.

Our Company

Meet Our CEO

Drew S. Marloe, ICM’s Founder, President, Chief Executive Officer and Chairman of the Board, has been active in the financial services industry for more than 30 years. Born in Philadelphia, Pennsylvania, he earned his undergraduate degrees in both Finance and Investments from Babson College in Wellesley, Massachusetts

We Can Help You

Comprehensive Capabilities
and Customized Solutions

Serving a select number of highly affluent clients, your Private Wealth Advisor provides you and your family with an exceptional level of service and the insights and resources needed to help you achieve your goals.

  • Strategic and Tactical Asset Allocation
  • Manager Selection and Portfolio Construction
  • Trust Services
  • Personalized Estate and Financial Planning
  • Philanthropy Management
  • Lifestyle Advisory
  • Family Governance and Wealth Education
  • Insurance Solutions
  • Technical Insights
  • Cash Management and Lending

Some specialty areas require licensing. For example, financial advisors who want to sell insurance must be licensed in their state as an accredited adviser in insurance. Advisors who focus on investments must register with their state or with the Securities and Exchange Commission (SEC) as a Registered Investment Advisor.

Meeting your needs at every life stage

Goals-based
wealth planning

Defining your life goals and
developing a truly personalized
wealth strategy.

Investment
advice

Thought leadership to help
navigate you throught the most
challenging market cycles

Long term care &
Disability Insurance

Helping you plan for an uncertain
future with a varienty of products
for managing risk

Trust and
estate planning

Helping you plan for an uncertain
future with a varienty of products
for managing risk

What can we give you?

Plant Your Own Wanka Ticket
& Watch Your Potfolio Bloosom

Renowned Intellectual Capital

Your Private Wealth Advisor can tailor an investment strategy based on a deep understanding of your goals. You will have access to Morgan Stanley’s specialists in asset allocation and manager selection, as well as an open architecture platform with a wide range of traditional and alternative investments.

Renowned Intellectual Capital

Your Private Wealth Advisor can tailor an investment strategy based on a deep understanding of your goals. You will have access to Morgan Stanley’s specialists in asset allocation and manager selection, as well as an open architecture platform with a wide range of traditional and alternative investments.

Renowned Intellectual Capital

Your Private Wealth Advisor can tailor an investment strategy based on a deep understanding of your goals. You will have access to Morgan Stanley’s specialists in asset allocation and manager selection, as well as an open architecture platform with a wide range of traditional and alternative investments.

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