Our mission is to help you design and implement a personal wealth strategy that allows you to focus on leading a purposeful, fulfilling life, while reducing risks that could adversely affect your financial security.
At IWP, we know that every client is unique and requires a customized approach to financial planning and wealth management. We also understand that all areas of a client’s financial life are highly integrated. That’s why we use a thorough and disciplined approach, first to fully understand your goals and what really matters to you, and then to ensure that all areas of your financial life are aligned to realize those goals.
FIVE STEPS OF CLIENT ENGAGEMENT:
Uncover your needs
Understand your dreams and goals
Establish scope and portfolio complexity
Develop preliminary solutions.
Consider alternative solutions
Coordinate advisement and implementation
Customized investment management
Goal and investment tracking
Establish future expectations
We work only for our clients, and so we strive to serve & protect their interests above all others.
With nearly two centuries of combined experience, we are well equipped to deliver meaningful advice that you can count on.
There are always multiple solutions... integrity in practice is finding and presenting the solution that is best for our clients, always. That's what we do.
Each team member brings unique perspective, wisdom, and skills to our group for the purpose of driving client success.