IWM Forms and Documents

Firm ADV and Privacy Policy

As a Registered Investment Advisory firm, we are required to provide our clients with form ADV Part 2A and 2B upon our initial engagement and annually with a summary of material changes.

Firm ADV Part 2A

Privacy Policy

Client Forms

Financial Planning Objectives

Confidential Client Data Form

Investment Policy Questionnaire (IPQ)

Map to IWM

Aerial Map to IWM

Statement Key

IWM Explanation of Quarterly Statement