The Investment Counsel Company of Nevada is a financial planner in Las Vegas, NV. It provides wealth management and financial planning services to individuals, businesses, foundations, and institutions with investable assets. The firm offers retirement planning, 401(k) plan advising, and intergenerational wealth transfer services, including estate and tax planning, charitable giving, and trust coordination. It serves clients in Las Vegas, Henderson, Paradise, and Summerlin. The business holds a 5.00 rating.
Founded in 1987 by Randy Garcia, the firm was among the first in Nevada to adopt a fiduciary standard of care. The team includes advisors with accreditations such as CFP®, CFA, CPA, CIMA®, and AIFA®. The firm utilizes a proprietary process to develop a formal Investment Policy Statement that reflects cash flow requirements, desired rates of return, and risk levels. Advisors meet with clients quarterly to review portfolio performance and economic outlooks.
The firm has been recognized by Forbes and the Wall Street Journal as the number one wealth management firm in Nevada. It has been named one of the top 100 independent financial advisors in the nation annually from 2019 to 2024. The firm has supported Nevada charities and institutions such as The Smith Center, UNLV, and Nellis Air Force Base.
The business is located on South Hualapai Way, just steps from West Charleston Boulevard. It sits about 0.3 miles from Faith Lutheran Baseball Field and 0.4 miles from Faith Lutheran Junior and Senior High School.
BizScoreAI awarded the firm a Content Quality score of 100 out of 100, meaning the website clearly answers customer questions and provides content that AI assistants can quote directly. The firm received a Technical score of 92 out of 100. BizScoreAI ranked the business number 3 of 20 Financial planner businesses it has scored in Las Vegas.
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Browse: Businesses in Las Vegas, NV · Financial Planner in Nevada · Businesses in Nevada
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