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Get to know the services, strategies, and culture that drive our business.
Our mission is to serve our clients by combining sound strategies and strong investments to help them pursue their financial goals while acting with honesty, respect, and integrity.
Our primary service at IWM is to help you accumulate wealth by building a sound investment strategy that works for you. Whether you need to roll over your old 401(k), manage funds you’ve inherited, save for your kid’s college, or get started with a Roth IRA, we can help. We work with you to determine your investment goals and risk tolerance, and use the tools at our disposal to develop an investment plan for you. Find out how we can help you.
No financial plan is complete without a solid estate plan. You’ve put your years of work into building wealth and now it’s time to start thinking about your legacy. We’ll help you create a strategy to efficiently pass your remaining estate to the people and causes you care about. Our estate planning attorney can help you build a comprehensive estate plan to make the process of passing on your assets efficient and simple. Contact us to set up a time to get started.
We believe that no investment strategy is complete without effective insurance. We’ll work with you to help build your wealth over the years, and to help protect what you’ve worked for. We’ll help you prepare for life’s curve balls with a variety of insurance options. We can help with life insurance, long-term care insurance, Medicare options, and more. Try our term-life quote engine, or contact us to see how we can help.