IG Private Wealth Management
Harvey & Daleo Group Private Wealth Management is an exclusive combination of financial planning, coaching, and investment management. A team of professionals committed to performance-based planning. We believe wealth planning shouldn't be made of copy and paste solutions but rather created with the same unique care that you provide to your family and business.
More DetailsWith over 60 years of combined experience, our team has the expertise and experience to address the most complex and evolving needs of clients.
Our support covers a variety of areas, including but not limited to:
Facilitation of Family Meetings
Philanthropic & Charitable Giving
Next Generation Education & Planning
Financial Literacy & legacy discussions
Documentation Review
Key Person Coaching
Our team has deep experience in working with families to develop customized solutions to fortify meaningful connections, foster independence, empower the next generation, and prepare loved ones to manage wealth.
Governance and education start with identifying what matters to you the most – your values, goals, interests, and needs. Our personalized approach is designed to protect your legacy and help you achieve your family’s long-term objectives.
