We specialize in working with high-income families and owners of closely held businesses who are seeking an independent advisor to implement intentional wealth accumulation and tax-efficiency techniques.
The majority of our clients need support in the following areas:
IWM Financial was founded to support established business owners in making intentional and informed decisions with the help of an objective, independent advocate. Our priority is to ensure your overall financial success, so we take the time to build a relationship and understand your goals and desires. Once we have a comprehensive understanding of your situation, we provide you with a custom evaluation and analysis to address your goals.
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Through our financial planning process we will outline a plan, only after the planning process will we go through the investment selection process.
We will review your plan assets, fees and service offering to enhance plan management through strategic steps.
In order to help you meet your fiduciary responsibility, we build a plan to model a systematic review process and prudently service your plan.
We will work with legal professionals to develop business structuring plans, and asset protection and business continuity strategies.
We assist with risk mitigation by identifying potential risks and weaknesses in your financial plan, and providing viable solutions.
We partner with your tax and accounting teams to build efficient tax strategies and solutions