PREFERRED WEALTH MANAGEMENT

A division of Preferred Financial Group, Preferred Wealth Management, LLC is a fee-based financial planning firm with headquarters in Phoenix, Arizona. Preferred Wealth Management has been in operation since 2013 and offers advisory services through Independent Wealth Network, Inc. a SEC Registered Investment Adviser. Our firm conducts planning and investment advisory activities through Independent Wealth Network... The plans we create are customized just for you and include our recommendations for steps you can take to pursue your financial goals. A comprehensive financial plan addresses all parts of your financial life: investments, tax issues, short and long-term goals, such as college and retirement planning. Essentially, we are creating a roadmap to help you achieve your financial and personal goals. Your plan will be based on a careful analysis of your current financial picture and a thoughtful understanding of your personal and financial goals and objectives with respect for..

Also known as: Preferred Wealth Management, LLC

Primary location: Phoenix United States