About Us

We make security and Peace-of-Mind Simple

Advisors who Understand your Concerns

Resources to meet your needs

Each of our state-licensed advisors is an independent broker.  And with that freedom, we have the resources to provide our clients with endless options, the best coverage, and prices that fit their family’s needs and budget

01

Relationships Matter, People Come First

02

Relentless pursuit of personal growth

03

open, honest, and productive communication

04

doing the right thing

05

Teamwork and striving to be a positive influence

06

in being of service and doing good in the world

07

in having fun and we getting stuff done

Giving Back

Part of our mission is to support and enrich the communities we serve.

Over $1.4 million donated to community partners across the country

Over $1 million donated to the Make-A-Wish Foundation and 165 wishes granted

Over 100,000 meals packed to fight food insecurity and hunger

8 home restoration projects completed with Habitat for Humanity

Our Carriers

We can shop over 30 top-rated insurance carriers to help you find the plan that's right for you

Ready to
Get the protection you need?

Just fill out the form and hit submit. we will deliver your quote to your inbox or reach out to schedule a consultation.

It's Your Choice!


Wealth management strategies that support your goals

Protected lifetime income with growth potential.

Making smart choices about saving, and what retirement planning vehicles you use, can mean the difference between having the income you need in retirement to live the lifestyle you want, or struggling financially.
 
We will take the time to fully understand your family’s needs, budget, and concerns so that we can find the perfect fit for you.
 
At Insurance Wealth Management, we are fully committed to protecting your life’s journey.
 
 

meet our team

Matthew Deivert, Co-Founder / Senior Advisor

Jeremy Pate, Co-Founder / Senior Advisor

Get Your Free Guide to Buying Life Insurance!

Simply provide us with your name and email address and we’ll send you our life insurance buyers guide at no cost or obligation. 

Smiling female manager offering senior couple to take out life insurance