Looking for financial planning that actually fits your life? Costantini Group - IG Private Wealth Management makes wealth management feel personal, practical, and empowering.
Financial Advisor for Pre-retirees and Retirees
You’ve spent years building wealth; now comes a new phase—shifting from simply saving to growing, protecting, and enjoying what you’ve built. That means planning for a longer life, managing taxes more carefully, designing a tax-efficient, lifelong income, and turning your legacy intentions into a clear plan. The next stage will be different, but it doesn’t have to be complicated. We’re here to listen, simplify your choices, and help you look forward to a long, comfortable retirement.
Financial Advisor for Business Owners and Entrepreneurs
Building a business takes grit. Turning it into lasting wealth takes guidance. We help entrepreneurs structure holding companies, design tax-efficient exits, and create succession plans that preserve both your business legacy and your personal freedom.
Financial Advisor for Young Professionals and Wealth Builders
High-earning professionals ready to accelerate savings find clarity here. We turn long-term goals into step-by-step strategies—retirement projections, tax-smart investments, and income protection—all customized to help you enjoy life today while building security for tomorrow.
Financial Advisor for Family Legacy
Wealth is about values, communication, and continuity as much as it’s about numbers. We guide families through intergenerational wealth transfer with care, creating estate and legacy strategies that protect what you’ve built and prepare your children and grandchildren to carry it forward.
Financial Planning For Dentists and Doctors
Medical and dental careers demand precision. So does financial planning. From practice ownership to retirement readiness, we simplify complex tax structures and income strategies so you can focus on patients while we focus on protecting your future.
Financial Advisor for Incorporated Professionals
We bring your corporation and personal finances into one clear plan, so decisions are simpler and progress is visible. You’ll feel confident about cash flow today, retirement readiness tomorrow, and protection for your family. We coordinate directly with your accountant and lawyer to keep everything aligned and on schedule—freeing your time for patients, clients, and life.