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 management to our clients.

Independent

  • Independence allows us to provide the best solution for our clients.
  • Our independence is further enhanced by our “fee-only” compensation structure. “Fee-only” means we do not receive any compensation from the sale of investment products. This frees us to choose the optimal investment vehicle for clients.
  • We are business owners. Jay, Scott and Steve, our three partners, are the sole owners of IWM. This has allowed us to design an advisory firm with “client first” as the starting point for everything we do.
  • Fidelity Institutional Wealth Services provides clearing and custody services to Independent Wealth Management. Working with Fidelity Institutional Wealth Services gives IWM access to a wide range of products and services that can help us serve the needs of our clients.