Each partner is seasoned with over 20 years of experience.
All IWM partners are CFP® professionals. The CERTIFIED FINANCIAL PLANNER™ is the premier designation for a wealth manager.
- Independent Wealth Management is designed to deliver objective advice and unbiased portfolio management to our clients. You will receive guidance from experienced Certified Financial Planning™ professionals, independent of external influences.
- As CFP® practitioners, we have the knowledge and experience across key wealth management disciplines to answer your questions.
- Earning the CFP® designation requires at least three years of relevant experience, completion of coursework in six key financial planning areas, and passing a rigorous, comprehensive exam.