IPI Wealth Management

A comprehensive financial plan goes beyond investments. Clients benefit most when retirement planning, tax strategies, estate planning, asset protection, and risk management work together as part of one coordinated plan.

At IPI, we're proud to have 10 CERTIFIED FINANCIAL PLANNER® professionals across our network who are committed to helping clients navigate every stage of their financial journey with a comprehensive, fiduciary approach.

Today, we’re highlighting Kent Stegeman, Lead Advisor & Partner at Emberwood Capital Partners, whose long-standing relationship with IPI brings a unique perspective to the advisor experience.

“After working with IPI for 28 years, joining as an advisor 5 years ago was the right move. I only wish I had done it sooner. The relationship and tools available today allow me to better serve my clients and help them reach their goals.”

Kent’s experience reflects the value of aligning the right partnership with the right tools—creating stronger outcomes for the clients he serves.

As we celebrate Independence Day, we recognize the freedoms and opportunities that continue to shape generations.

Here’s to 250 years of resilience, progress, and the American spirit.

At IPI Wealth Management, we celebrate not just milestones, but the incredible people behind them. Today, we honor Jerry Peabody, who is retiring after 28 years in the industry, all spent with IPI. Jerry’s dedication, expertise, and client-focused approach have made a lasting impact on our team and the clients he’s served throughout his career.

“My association with IPI Wealth Management over the past 28 years has proven to be a great journey. I treasure the relationships that have been built and nurtured in providing solutions and service to our valued clients. Many of our clients have traveled this journey with us together over much of this entire 28 years. This is a testament to all the many team members and partners who have worked together on their behalf.”

Thank you, Jerry, for your years of hard work, guidance, and leadership. Wishing you a fulfilling and joyful retirement!

Today, we’re highlighting Jesse Rupp and his commitment to serving clients with a thoughtful, client-first approach.

“What has stood out most to me during my time with IPI is its commitment to supporting independent advisors. We’re able to maintain our identity while benefiting from the resources and support needed to continue growing and serving clients at a high level.”

Thank you, Jesse, for the value you bring to your clients and the IPI network.

Happy Father’s Day to all the dads in our community.

Today, we honor the fathers and mentors in our advisor network who work tirelessly to build a lasting future for their families and their clients. We are proud to be the partner that helps you protect and grow the legacy you are building.

Independence and connection are the pillars of building a strong community.

Today, IPI Wealth Management joins the nation in observing Juneteenth. We honor this day of freedom and reflect on the continued journey toward opportunity for all.

At the Conference, Michelle wasn't just there to observe. She was there to listen, challenge, and bring back what matters.

Through conversations with leaders across the TradePMR and ecosystem, one theme stood out: the client-advisor relationship remains at the center of everything. As Michelle reflected, the conference served as a reminder of "how delicate the balance is between the human and digital interactions" that shape that relationship.

Real conversations. Meaningful insights. Back to the team.

Thanks to everyone who joined us for IPI Conference. We loved connecting with you, hearing your takeaways, and sharing a great few days together.

If you attended, we would love to see it through your lens. Share your photos with us in the comments below, and tell us your favorite moment or biggest takeaway from the conference.

Day one of our IPI Annual Conference brought valuable conversations and market perspectives from Phil Kosmala of Taiber Kosmala, Lynne Lawrence of MAI Capital Management, Ryan Frankel of Frankel, and IPI leadership.

Thank you to our speakers for sharing insights on today's market environment, industry trends, and the opportunities ahead. We appreciate everyone who joined us and contributed to the discussion.