IQ Wealth Management

At IQ Wealth Management , we understand how important it is for you to be able to trust your advisor in the wake of recent, highly publicized corporate failures and investment management misdeeds.

With our commitment to a fiduciary standard as a Registered Investment Advisor rather than as a series 7 broker, we are not beholden to a broker dealer. Our commitment is to you.

IQ Wealth Management is a Registered Investment Adviser headquartered in Scottsdale, AZ with offices in Los Angeles and Phoenix. Our investment services are provided through a network of independent Advisors and strategists including CFPs®, CFAs, financial advisors, and asset managers who serve clients in Arizona, Los Angeles, and throughout the United States. IQ Wealth advisors provide customized financial advice, investment options, and personalized service for a wide range of financial objectives.

IQ puts clients first, and we attribute our long history of success to our standards of excellence, integrity, ethical practices and commitment to each individual client.

MEET STEVE JURICH- Scottsdale Financial Planner, Kiplinger Contributor
As a financial professional and fiduciary, Steve Jurich (pronounced Jur-itch) is dedicated to providing his clients with the professional and individual attention necessary to help them achieve their financial goals. With more than 21 years’ experience in the financial services industry, Steve works closely with his clients to help identify their financial needs and determine the best strategies to help meet their goals. Steve Jurich is the designer of the IQ Wealth Black Diamond Dividend Growth investment portfolio in Scottsdale.

Our Services
401k/IRA Rollover
Roll over your retirement plan (401k, 403b, 457, ESOP, TSP, or IRA) into properly diversified investments positioned for growth and income.

Income Planning
We compare up to 1200+ annuities to determine the right fit for our clients’ income, preservation, and diversification goals.

Dividend Investing
Explore the Black Diamond and Blue Diamond Dividend Growth Portfolios:
Fee-only, rules-based, disciplined, visionary.

Smarter Bucket Planning
Invest Smarter: Financial Bucketing For Retirement Insure your income, insure your outcomes, invest the rest with purpose®.