iADÉ Associates

Wealth • Legacy • Clarity

Protect wealth while living — securely pass it down.

We design modern, compliant plans that unify investments, tax strategy, and insurance (incl. IUL) so your capital works now — and transfers smoothly later.

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2,000+
clients served (with partners)

$50M+
in assets protected

GFI® Partner
Global Financial Impact

Fiduciary Mindset CFP® / Series‑licensed advisors (where applicable) Insurance & IUL capabilities Tax‑aware coordination

What we help you accomplish

Wealth Protection

Downside risk controls, appropriate coverage, liquidity planning, and income protection.

Risk + Coverage

Legacy & Estate

Beneficiary design, trusts coordination, tax‑efficient transfer so assets land where intended.

Legacy Design

Investment Strategy

Goal‑aligned portfolios with rebalancing discipline and tax‑aware implementation.

Public & Alt Access*

Insurance (incl. IUL)

Coverage designed for protection & legacy—not hype. Clear illustrations, clear costs.

Protection First

Tax Coordination

We collaborate with your CPA to reduce drag and keep more of what you earn.

After‑Tax Focus

Collectors & Galleries

Advisory for high‑value collections (provenance, coverage, transfer, liquidity planning).

Specialty Niche

* Access may be limited by suitability, accreditation, and platform availability. Not an offer to sell securities.

A simple, transparent process

Discover

Understand goals, constraints, values, current holdings, and risk tolerance.

Design

We architect an integrated plan across investments, insurance, and legacy.

Implement

Coordinate accounts, paperwork, and custodians; align beneficiaries & titling.

Steward

Scheduled reviews, tax‑aware rebalancing, and ongoing improvements.

What clients consistently value

📘

Clarity in Complex Decisions

Clients value straightforward explanations, structured guidance, and confidence in navigating wealth and legacy decisions without confusion or pressure.

🔗

Full-Circle Coordination

We align planning with CPAs, attorneys, investment custodians, and insurance providers so every part of a client’s financial life works together.

🧭

Transparent, Long-Term Guidance

Clients trust that recommendations — including protection strategies like IUL — prioritize long-term outcomes and suitability over hype or sales tactics.

These themes reflect common client feedback; they do not guarantee future results. Individual outcomes vary.

Frequently asked

Are you a fiduciary?

We operate with a fiduciary mindset. Advisory & insurance services may be provided via partnered entities; we disclose conflicts and compensation plainly.

Do you work with my CPA/attorney?

Yes. We coordinate planning with your existing tax and legal counsel to align strategies.

Minimums?

No rigid minimum to start a conversation. We’ll advise honestly if we’re not the right fit.