Your Needs

Our number one goal is to reduce the stress and worry of managing your wealth. No two clients are the same and each defines financial peace of mind in a different way. That’s why it takes...

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Experienced

Each partner is seasoned with over 18 years of experience. All IWM partners are CFP® professionals. The CERTIFIED FINANCIAL PLANNER™ is the premier designation for a wealth...

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Independent

We are truly independent from the outside influence of brokerage firms, insurance companies or banks. Everything about our firm is designed to deliver objective advice and unbiased portfolio...

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Fee-Only

IWM is a Fee-Only advisory firm. The only compensation we receive is the fee our clients pay directly to us. We don’t accept commissions, referral fees or rebates. We take a fiduciary role...

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