Island Wealth Management is an independent, multigenerational financial services firm designed to support our clients during all phases of their lives. Our company is built on a solid foundation of excellent client service and in-depth market knowledge. We concentrate on retirement and retirement income planning, asset management, risk management and wealth transfer strategies. Our goal is to provide wealth preservation and financial independence to all of our clients. Our expanding client base is the ultimate validation of our process. We assist affluent individuals and families, corporate executives and small business owners who are looking for a life-long relationship and value the advice delivered by experienced financial planning practitioners.Island Wealth Management was established on 8/8/08, an auspicious date due to the number 8 which represents wealth and prosperity to Asians who observe Chinese numerology. With our guidance, we believe you will be able to identify your goals and make sound decisions to reach them.We provide value by offering perspective and direction through our firm’s belief, confidence through our relationships and opportunity through our knowledge and creativity. We are supported by LPL Financial, the nation’s largest independent broker/dealer.* A main focus of LPL Financial is providing advisors who work with LPL Financial with the tools, training, and support they need to offer professional advice to their clients.