Wealth Management

T he financial and business experts at ICON individually work with our partners to create investment opportunities to satisfy both your investment goals and risk tolerance for business and personal portfolios. We offer many opportunities and tools to our partners including Financial Planning, Investments, Insurance, and Financing.


lCON wealth experts can help you plan for the future through personalized business, personal, retirement and estate planning. The wealth experts at ICON know that you and your business are unique in terms of financial goals, requirements and risk tolerance. With ICON, you can reap the benefits of a large, diversified company while thriving under the focused personal attention of our wealth experts. ICON financial advisors can help you find strategies that will keep your assets intact and access the liquidity you require.


Traditional Investments

ICON has a team of investment planners with proven success in creating and sustaining wealth. Our company is built on a foundation of well-planned investing. With the expert guidance of ICON investment planners, our clients can have a diversified portfolio of investments. Whether your concern is for wealth preservation, capital appreciation, income generation, risk management or tax minimization, we can help. Some traditional investment vehicles we use to build a diversified portfolio are:

• Stocks
• Mutual funds
• Municipal Bonds
• Taxable Fixed Income

Private Investments

Unlike many financial management firms, ICON has created a specific focus on wealth creation by presenting investment opportunities that are normally unavailable to individual investors. Since its inception, ICON has produced strong and profitable equity partnerships in the following areas:

• Medical Facility Development Projects
• Commercial Real Estate Development Projects
• Real Estate Investment Trusts
• Private Placements

Private equity participation is an excellent strategy to enhance portfolio diversification, mitigate the impact of economic and market cycles and produce consistent returns over time. We’re always on the lookout for new projects and partnerships to offer to our client-investors, and we only invest in projects we control.


We know your health, wealth and business means everything to you. Make sure you are adequately protected today and tomorrow with our business and financial products. Whether it’s business or personal insurance, ICON financial planners can help create a personalized plan integrating insurance, investments, and financial services to keep you, your business, and your wealth protected. ICON can work with you to determine the right blend of insurance products specifically for you.


The financial advisors at ICON can provide you with expert home financing or refinancing guidance. Large real estate transactions require careful consideration and planning. There is a wide array of fixed-rate and adjustable-rate mortgages available in the financial marketplace. ICON can help place a potential mortgage in the perspective of your integrated financial and tax strategy and then find you the best source of funds available. Whether you are purchasing your primary residence, refinancing, or buying a vacation home, ICON will ensure you have a competitive financial plan.


Loan Calculator is so easy to use that literally you could have an answer to your loan question in seconds. All you have to do to use the Loan Calculator is just enter in the amount of the loan, length of the loan (in months), and the loan monthly interest rate.

Amortization Calculator is a quick way to calculate loan amortizations with ease. Simply enter in the loan interest rate (annual), length of the loan (in years), the loan down payment, and the total loan amount.

Refinance calculator takes the complexity and guesswork out of finding your best options for selecting a loan by isolating the principal and interest payment for comparison calculations. With this calculator, you can quickly view the effects of changing the interest rate or loan term on the overall payment and total interest liability.

Use the mortgage comparison calculator to compare the cost of 15 year and 30 year mortgages – you could end up saving yourself thousands of dollars!

Roth IRA Calculator is an easy and free way to calculate the estimated future value of your Roth IRA. All you need to begin is your current Roth IRA balance, contributions per year, number of years until you retire, and the expected annual average Roth IRA return.

Life Insurance Needs Calculator makes it easy to calculate how much life insurance you need. Make sure that you have some hard and fast numbers behind your decision to buy life insurance rather than just guessing at how much life insurance to buy.

Retirement Savings Calculator helps you make all of your financial plans needed in order to retire with the type of lifestyle that you want and deserve. Currently, only a minority of Americans plan for retirement the way that the should. Very few people save diligently or think about how much money they will need to retire comfortably. This calculator can tell you exactly what you need to be saving so that you can plan your saving accordingly.