
Welcome to Investment Wealth Solutions, a new age of investing with access to personalized solutions to today's challenging markets. We provide strategies that go beyond traditional passive styles of investing to include a variety of alternative investment solutions including 1031 real estate exchanges. Our innovative tools and approaches can potentially reduce your investment volatility and build more predictability within your investment plan.
By working with a truly independent advisor , you will be introduced to resources that you may otherwise not have access to, including those utilized by large institutions, endowments and foundations.
Talk to us about preparing a financial plan specifically for your needs and life goals!
Robert Meyer, CCIM, MBA
CEO | Financial Advisor
Investment Wealth Solutions offers a highly personalized approach in helping you meet your investing and retirement goals. You will have access to traditional and non-traditional resources which may help build investment wealth, improve your cash flow, reduce market risk, and potentially pay less in taxes
Newsletters
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Five Money Issues to Talk About Before the Wedding
Before saying “I do,” newly-engaged couples may want to discuss these five key financial topics.
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ABLE Accounts for Disability Expenses
Explore ABLE account requirements and potential benefits, including new saving opportunities under the 2017 tax law.
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Interest Rates and the Economy
Do you know which factors influence bond yields and why the gap between short- and long-term yields is often viewed as an economic indicator?
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Hot Topic: The Ag Economy: Tough Times for Farmers in 2019
Farm bankruptcies rose in 2019, despite billions in federal support. This article discusses the effect on rural communities and regional economies.
Calculators
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.