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Why IWM Partners

Innovative Wealth Management

This is what IWM stands for, and we believe innovative wealth management is critical in our increasingly fast-paced world. We develop specific strategies aligned with your needs, while consistently tracking and monitoring the financial markets so we can help you pursue the future you envision.

Advantages of Independence

Our independent firm has the freedom to serve your best interests; therefore we hold ourselves accountable for our services and maintain a strategy aligned with your evolving needs—helping guide you through market fluctuations. Ultimately our goal is to help you provide for your loved ones, grow your wealth and preserve your legacy.

The Team Approach

How many times have you called a business wanting to speak to someone knowledgeable enough to answer your question(s)? By utilizing a team approach, we are able to provide our clients with consistently high levels of service in addition to the personal attention from your financial advisor. With four registered LPL Financial advisers, an Insurance Specialist, an Operations team on staff, and administrative assistants you’ll have the confidence knowing that you’ll always have someone to talk to.

Personal Service

We specialize in simplifying your complex financial needs by working hard to understand your current circumstances, risk tolerance and future goals. We are also available to address your questions and concerns, and, knowing your time is valuable, we often meet with you in your home, office—wherever is most convenient for you.

Becoming a Client

No two clients’ financial situations are exactly alike. Asset allocation, investment management, and cash flow analysis are just a few ways we can help you on the path to a comfortable retirement. One of our registered advisors will sit down with you to personally develop the appropriate financial plan based on your current and future needs.

The Next Step

Contact Us if you feel that you could benefit from IWM Partners’ commitment to ensuring that your wealth and your legacy are our top priority. We invite you to schedule a no-obligation consultation.