Culture Of
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Our Disciplined Process
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of Investing
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Client Bill of Rights
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Welcome to Iconic Wealth Management -
An independent Registered Investment Advisor Firm dedicated to the financial success of our clients.

Providing Individualized Wealth Management Solutions on a fee-only basis.

Unlike traditional brokers, we have a Fiduciary Duty of “Undivided Loyalty and Utmost Good Faith” strictly binding us to the best interest of our clients, never to outside corporate interests.

Our blog

Let Iconic Wealth Management help you keep your financial world up to date. Check out our informative videos and whitepapers!

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Experience Matters

Our founder, Steve Memery, has over 20 years experience managing investments. Steve is the former Host of Money@Work which broadcast weekly on AM1260 and over the internet via TalkZone.com . Steve was nominated as a finalist for the 2014 Talkers/Lone Beacon Media Financial Broadcast Awards.

Meet our Founder