IPI Wealth Management

An Acredited Wealth Management Advisor (AWMA®) designation reflects a comprehensive approach to wealth management.

Rather than looking at investments in isolation, AWMA® professionals are trained to consider the broader financial picture, including retirement planning, tax strategies, estate planning, risk management, and wealth transfer.

For clients, this means working with an advisor who can help connect the different pieces of their financial plan and make decisions aligned with their long-term goals.

“My AWMA® designation means I’ve received specialized training in helping clients manage all aspects of their financial lives, not just their investments. I work to coordinate investment management with retirement, tax, estate, and risk management strategies so every financial decision supports their overall goals.”

— Kent Stegeman, AWMA®

The IPI team is back from the Schwab Impact Conference, and the conversations around AI and the future of financial advice did not disappoint.

Tim Nobles summed up the biggest takeaway:

“The key takeaway for me was that AI technology is moving fast with the goal of giving advisors more efficient use of their time so as to develop more meaningful relationships with the clients. Those that use the ‘AI Dividend’ wisely will be the ones that separate themselves from the pack.”

We couldn’t agree more. IPI is committed to staying ahead of the curve and making sure our advisors have the tools and resources to do the same.

The holiday season is one of the busiest times of year for financial scams. Heightened stress, generous impulses, and increased online activity create opportunities that bad actors are quick to exploit.

Before you donate this season, verify any organization through Charity Navigator (charitynavigator.org) or GuideStar (candid.org) — two free resources that confirm a charity is legitimate before you give.

Swipe through to learn the most common holiday scams and practical steps to protect yourself and the people you care about.

Your investment statement tells an important story about your portfolio. Swipe through for a breakdown of the key sections and what each one is telling you.

The holiday season can bring financial pressure that catches many people off guard. With some planning in advance, it is possible to enjoy the season without compromising your long-term financial health.

Swipe through for a simple framework to approach holiday spending with clarity and intention.

After a long and successful career serving his clients, Antonio Ochoa has retired from the industry. Antonio was a valued member of the IPI network, and his commitment to his clients and his work did not go unnoticed.

Antonio, thank you for everything you brought to IPI and to the clients you served. We wish you all the best in this next chapter.

This month, we're highlighting Kelby Owens and the Phase Financial Team in Greensburg, Indiana. Kelby recently brought his team to the IPI home office, giving us the chance to connect in person and learn more about the people behind his practice.

Outside of client work, Kelby is making an impact in his community, including supporting the Rotary Club of Greensburg with the installation of a one-of-a-kind basketball tree at Decatur County Park. It’s a great example of the kind of people in the IPI network.

Six years in, Kelby put it best:

"We have built some great relationships along the way and have really appreciated the support they have provided the Phase Financial Team. We are thankful for their partnership, and amazed at what all we have been able to accomplish together. Looking forward to many more years to come!"

We're proud to have Kelby and his team as part of IPI.

After a distinguished career serving his clients, Stephen Nannenga has retired. Stephen spent his final years in the industry as part of the IPI network, and we’re grateful he chose us.

He said it best:

“IPI was my final choice and proved to be my best choice!”

Stephen, thank you for the trust you placed in IPI and for the dedication you showed your clients throughout your career. Wishing you a well-earned retirement.

What’s your risk tolerance when it comes to your investment strategy?

Swipe through to learn what risk tolerance really means and how it shapes your portfolio.

October is Cybersecurity Awareness Month. A perfect time to remember that protecting your financial information is just as important as managing it.

Scammers are sophisticated, and the warning signs are not always obvious. Swipe through to learn five red flags every investor should know, and what to do if something does not feel right.