Reduce Your Retirement Anxiety
The single most important ingredient of your long-term financial success is working with a Wealth Advisor you can trust to develop a comprehensive wealth plan.
Get the latest on finance news and industry insider information from your trusted iA Private Wealth advisors.
HollisWealth is becoming iA Private Wealth
We are excited to announce that we have a new company name, iA Private Wealth. This new name is designed to better reflect the essence of what our advisors do – provide holistic wealth management solutions tailored to your unique needs and goals.
Important Information For Clients Regarding COVID-19 (Updated)
We are committed to focusing on preventive measures that we believe will help minimize the spread of the coronavirus (COVID-19) and protect the most vulnerable members of our community.
How do I know if I’m ready to retire?
How do you know if you are ready to call it quits, pack in the career, become the CEO of your own retirement? There are two key considerations you will need to have an understanding of to ensure you are ready.
Parenting During a Crisis and Helping Kids Cope and Thrive
Are you a parent, grandparent or caregiver navigating the COVID-19 crisis with kids at home? Dr. Shimi Kang, a Harvard-trained physician, bestselling author and global social entrepreneur provides practical guidance on stress management and proven parenting strategies that can help your family successfully navigate these unprecedented circumstances.
Is my retirement plan on track?
Your relationship with your financial planning professional is such an important one. Are you overdue for your financial health check-up?
How do I know if I'll have the income I want in retirement?
If you want to ensure you have enough income in retirement, you have plan ahead. A financial planning professional can walk you through a process to identify your sources of income and how they'll be incorporated in your overall financial picture.
Maintaining High Performance and Optimal Health in Times of High Stress
Practical, actionable insights based on hard science that high performers make use of to optimize their energy, focus and well-being.
Optimal Resiliency in Times of Uncertainty
Research-driven guidance on how to enhance personal resilience and more effectively navigate the adversity brought on by the COVID-19 crisis. Presented by Dr. Robyne Hanley Dafoe, expert on resiliency and workplace wellness.
From the iA Private Wealth Team
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Our mission is to help our clients make informed financial decisions with confidence. We address clients' concerns, identify issues and provide solutions to ensure peace of mind with their financial well being.