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Independence Wealth Advisory Inc.

Independence Wealth Advisory Inc.

Independence Wealth Advisory Inc., serving the metro St. Louis area in both Missouri and Illinois. Our mission is to provide the families and businesses we serve with innovative financial strategies, and planning that result in financial clarity, security, and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at Independence Wealth Advisory Inc.

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Income Planning

For even the most financially literate individual, planning for retirement can be a very challengingundertaking. The days of relying solely on your pension and Social Security...

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Long Term Care

Every year millions of Americans need some form of long-term care, and if you become one of them, you will want to have a plan in place to help you get the quality care you...

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Legacy Planning

Proper legacy planning and preservation is a cornerstone of any successful retirement plan and helps ensure that your wishes will be respected and your loved ones taken care...

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Our Locations

Independence Wealth Advisory Inc.
331 Salem Place Suite 225-B
Fairview Heights, IL 62208

101 W. Vandalia Street Suite 114
Edwardsville, IL 62025

Also offering office locations in Creve Coeur, MO

All locations available by appointment only.

IL 618.589.9334
MO 314.733.5382
brian@independencewa.com

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  • About Us
  • Our Process
  • Educational Videos
  • Contact

Services

  • Income Planning
  • Long Term Care
  • Legacy Planning
  • Life Insurance
  • Social Security
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Brian Wolfe offers Investment Advisory Services through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), an SEC Registered Investment Advisor. Gradient Advisors, LLC and its advisors do not render tax, legal, or accounting advice. Independence Wealth Advisory Inc. is not a registered investment advisor and is not an affiliate of Gradient Advisors, LLC. Insurance products and services are offered through Brian Wolfe, independent agent. Independence Wealth Advisory Inc., Brian Wolfe, and Gradient Advisors, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Brian Wolfe, and our editorial staff. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State(s) Brian Wolfe, is registered or where otherwise legally permitted. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.