Itera Wealth Management

We are an independent firm that provides customized and comprehensive wealth management and advisory services to successful individuals and families.

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Services

 

Financial Planning

  • A customized and holistic framework to help you achieve financial goals such as retirement, education planning, real estate purchase, etc.
  • Provides context by illustrating the impact of financial decisions made today and in the future.

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Investments

  • Disciplined, diversified, low cost approach with transparent fee structure.
  • Tax-optimized strategies that balance overall liquidity needs with goal-specific risk tolerance and timeframe parameters. 

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Wealth Preservation

  • Identify and quantify the risks that could prevent you from achieving your goals or jeopardize your financial security.
  • Evaluate and implement risk mitigation strategies to protect your wealth and provide for loved ones.

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Team