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 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.
We limit the number of client relationships we accept, ensuring our clients receive the attention they deserve. Each client works directly with an owner of the firm. Our passion is developing portfolios to help clients meet their goals while paying particular attention to downside risk. We are guided by a commitment to honesty and integrity and unlike many Wall Street firms, banks and insurance companies we only serve one master . . . our clients.