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Welcome to IWM Partners

Welcome to IWM Partners

At IWM Partners, we offer personal service, strive for innovative strategies and seek to provide objective advice to families and professionals in Southern California, as well as nationwide.

The decisions you make now concerning your wealth will significantly impact your pursuit of future financial milestones. For that reason, it is important to partner with a firm that places a high emphasis on conservatively managing your investments, with a goal of reducing your risk and operating in an environment where honesty, integrity and traditional family values are defining traits. We are that firm.

Find out how IWM Partners can help you pursue your financial goals.

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Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Meet our Team

Meet our Team

With more than a century of combined experience, and working to service more than $500 million of assets under management through LPL Financial, each of our advisors has the necessary skills that seeks to help clients feel at ease while navigating these unpredictable financial times. From investment management and estate planning, to insurance and tax strategies, IWM Partners is a full service financial consulting firm, whose mission is helping clients move comfortably into retirement.

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