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Comprehensive Wealth Guidance for the Life You’re Building

Independent Capital Management helps individuals, families, business owners, and institutions make confident financial decisions through personalized planning, investment guidance, risk management, and long-term wealth strategy.

1988

Founded

$2.6B

AUM

6

Locations

Why Us 
Built for Clients with More Complex Financial Lives.

Wealth management should do more than manage investments. It should help you organize decisions, evaluate opportunities, prepare for transitions, and protect what you have worked to build.

At ICM, we bring together financial planning, investment advisory, tax and accounting advisory, insurance and risk management, real estate and mortgage lending, estate planning, and business-owner guidance through a coordinated process designed around your goals. Our role is to help you see the full picture, make informed decisions, and move forward with clarity.

Guidance for Individuals, Families, and Organizations with Meaningful Financial Decisions

Whether you are growing your wealth, preparing for retirement, building a business, managing real estate, or planning for the next generation, ICM provides advice designed to meet you where you are and evolve as your life becomes more complex.

Individuals & Families

Individuals & Families

Personalized guidance for families who want to align their investments, retirement strategy, insurance, real estate decisions, and estate planning around a clear financial vision.

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Business Owners & Institutions

Business Owners & Institutions

Strategic planning for business owners and organizations seeking support with wealth management, risk planning, succession considerations, and long-term financial structure.

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Pre-Retirees & Retirees

Pre-Retirees & Retirees

Retirement planning designed to help you evaluate income, preserve assets, manage risk, and make confident decisions before and throughout retirement.

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Professionals Building Wealth

Professionals Building Wealth

Planning for professionals and women navigating career growth, family responsibilities, major transitions, and long-term wealth-building decisions.

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Integrated Financial Solutions

Your financial life is more than a collection of accounts, investments, and financial decisions—it is a connected ecosystem where every choice can influence the next. At ICM, we take a comprehensive, full-service approach to wealth planning, integrating investment management, retirement planning, tax strategies, estate considerations, risk management, and legacy planning into a cohesive financial framework. By understanding how each element works together, we help provide clarity, confidence, and strategic direction so you can make informed decisions at every stage of life, while staying focused on your long-term goals. .

Tax & Accounting Advisory

what we do Tax & Accounting Advisory

Tax-aware guidance to help clients evaluate income, investment, retirement, real estate, business, and estate decisions within the context of their broader financial plan.

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Real Estate & Mortgage Lending

what we do Real Estate & Mortgage Lending

Guidance for real estate and lending decisions that may play an important role in your overall financial picture.

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Estate Planning

what we do Estate Planning

Coordination and planning support to help you think through wealth transfer, legacy goals, and family priorities.

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College Planning

what we do College Planning

Education funding strategies designed to help families plan ahead for one of life’s major financial commitments.

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Insurance & Risk Management

what we do Insurance & Risk Management

Protection planning that helps identify risks, evaluate coverage needs, and preserve the wealth you are working to build.

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Financial Planning

what we do Financial Planning

A personalized roadmap that brings structure to your goals, resources, priorities, and long-term financial decisions.

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Investment Advisory

what we do Investment Advisory

Portfolio guidance designed around your risk tolerance, time horizon, tax considerations, and broader financial plan.

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Retirement Planning

what we do Retirement Planning

Strategies to help you prepare for retirement income, evaluate tradeoffs, and make informed decisions about the next stage of life.

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affiliations

who we areExperience, Perspective, and Personal Guidance

Since 1988, ICM has helped clients navigate important financial decisions with a hands-on approach and a broad view of wealth. Our advisors and financial professionals work across disciplines to help clients organize complexity and pursue their goals with confidence.

Discover Who We Are

our process Disciplined Process for Ongoing Wealth Decisions

Your financial plan should not be static. We work with clients through an ongoing process designed to understand where you are, define where you want to go, and adjust as your circumstances change.

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1

Discover

We begin by understanding your goals, priorities, financial picture, and the decisions you are trying to make.

2

Align

We design a coordinated strategy that connects your planning, investments, risk management, and long-term objectives.

3

Optimize & Preserve

We help implement the plan, monitor progress, and make adjustments as your life, business, markets, and priorities evolve.

contact Start with a Conversation

The right financial strategy begins with understanding what matters most to you. Connect with ICM to discuss your goals and learn how our team can help you move forward with greater clarity.

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