About The Firm

IWM Partners was formed in 2004 when Michael Hernandez and Shawn Hochuli determined that they required more freedom and independence when investing for their clients. LPL Financial seemed like the perfect fit as they do not offer any proprietary products, allowing for objective advice. After leaving Morgan Stanley in the same year, most of their clients followed them to LPL Financial and continue working with them to this day.

In 2009, Michael and Shawn joined forces with Barbara Stowell, creating even greater resources and insight for their clients to utilize. A few years later, they brought James Jones and his extensive history of the financial industry under the IWM name.

Since then they have added several support staff, with Vienna Gusha as Operations Manager, Nicholas Lupo as a Client Relationship Manager, and Lucy Sandoval as an Administrative Assistant.  This completes the current management team and added the administrative expertise necessary to ensure the highest level of client service. 

Our comprehensive strategies and wealth management process are the invaluable tools which allow us to responsibly manage hundreds of investment accounts; however, we aim to go above and beyond the high expectations of those who rely on us for their retirement.

At IWM Partners we believe that when integrity and values come first, opportunities are created along the way. Professionalism, objectivity, and trust are the backbone to a successful, long-term relationship with our clients.