Descriptions:
We specialize in constructing and managing investment portfolios for high-net worth investors, family trusts, charitable foundations and qualified retirement plans.   Our award-winning, expert team of Certified Financial Planners possess over 40 years of investment management experience, creating customized investment portfolios to meet the unique financial goals and needs of our clients.  As a Fiduciary firm, IBIS Wealth Management is required by law to act in the best interest of our clients.
wealth management, investment management