The IC Group

Helping you grow more than wealth

Whatever your personal goals may be, we work with you to develop a customized financial strategy designed to help you pursue what’s most important to you. Our team spans multiple generations and is equipped to provide advice through the different stages of life, as we seek to help you achieve long-term success for your goals now and in the future. Our mission is to understand you and your priorities— to take the time to ask hard, smart questions, listen carefully and then to understand, in great detail, exactly where your wealth stands today, and where you’d like it to be tomorrow.

We help you design, implement and monitor a customized wealth management strategy so you and your family can pursue your personal financial goals while managing investment risk. Our wealth management approach is about using wealth to help turn goals into reality.

Global Insight Monthly

Transmission framework: How tariffs will flow through the U.S. economy

As U.S. tariff policy continues to evolve, investors are facing more questions than answers. RBC Economics provides a roadmap on when and where tariffs will start to impact the U.S. economy. Read the Global Insight Monthly »

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Whether you're a current client who would like to review your portfolio, a prospective client that would like to learn more about our approach, or an advisor who wants to join an industry leader, we want to hear from you. Please click contact us to set up a meeting.