Welcome to Independent Wealth Management
Independent Wealth Management (IWM), a comprehensive financial services and wealth management firm, provides fully integrated services with a commitment to excellence for our clients. We combine a unique blend of knowledge, integrity and passion in our goal to build, manage and preserve the assets of our clients in a highly personalized manner.
To enhance the quality of our clients’ lives through a partnership in the implementation of comprehensive, integrated, and unbiased wealth management solutions. Our goal is centered on building secure, long term relationships with our clients that span multiple generations.
As independent advisors, we are unencumbered by corporate affiliations and policies, allowing us to serve as client advocates, utilizing the best non-proprietary technology, investments and strategies. Achieving your financial goals is dependent upon comprehensive, unbiased advice; meaningful, timely research and unrestricted access to the investments and services that best fit your specific circumstances. Experience the difference that the Independent approach can make.
- January 31, 2015 | Beware of audit red flags this tax season
- January 17, 2015 | Clean up your portfolio clutter
- January 3, 2015 | Smart Money moves for 2015
- December 20, 2014 | New changes may jump-start mortgage approval process
- December 6, 2014 | How much your holiday debt will cost you
- November 22, 2014 | Recent slowdown in pace of college tuition increases a positive sign in education
- November 8, 2014 | Small Social Security increase for 2015 highlights need to have plan B
- October 25, 2014 | Now is the time for year-end tax planning
- October 11, 2014 | How to financially protect your spouse
- September 27, 2014 Open enrollment season may help with skyrocketing health care costs