top of page

About Us

We Plan It, You Live It

We, at IWG, wholeheartedly believe in servicing clients by providing sound financial advice and by treating clients with dignity and respect. Our clients are entrusting us with their financial future and that is very important to us, regardless of income level.

 

 IWG focuses on 3 main services, Asset Management, Estate Planning, & Insurance (AEI).

 

We believe our AEI Approach to financial planning is what sets us apart from our competitors. Providing quality service, long-term investing strategies and using a team based approach in creating a holistic plan. We must first know YOU before we can make any recommendations!

shutterstock_1117268807_edited.jpg

Our Story

John Chan began his financial career with Alamo Insurance & Wealth Management in the aftermath of the financial meltdown of 2008 -- 2009. George Hinojosa started his career at a larger firm, but wanted to service his clients at a higher level, which led him to start GH Wealth Management in 2014 in Brownsville, TX. 

​

John and George shared the same vision for cultivating client's future financial success by providing quality service and having an in-depth understanding of their unique needs. In 2018 they decided to bring their 2 financial planning firms together with the common goal of being a more resourceful firm for the benefit of their current and future clients. Creating Independence Wealth Group, IWG.

 

We understand that clients have a vast array of professional advisors to choose from, but with our holistic approach and quality service, we believe our clients would find a home for their financial needs with our team of trusted advisors.

Meet The Team

  • Facebook
  • LinkedIn
  • Twitter

Securities offered through Interactive Brokers and TD Ameritrade., Member FINRA/SIPC. Advisory Services provided by GH Wealth Management, a Texas Registered Investment Advisory Firm. Insurance Services offered by Alamo Insurance and Wealth Management.

Risk Disclosure: Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance does not guarantee future results.

All payment data is processed and handled by PaySimple who offer the most stringent levels of security in the payments industry. Your data is always encrypted and 100% secure. Independence Wealth Group does not keep or store any credit card information.

Full refund up to and including the initial consultation meeting (involves Needs Analysis, Goal Setting, Risk Analysis, etc). No refund after the initial consultation meeting concludes and work has begun.

bottom of page