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.

Our Mission

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.

Securities and Advisory services offered through LPL Financial.A registered investment advisor. Member FINRA & SIPC.

Investment products and services available only to residents of: AZ, CA, DE, FL, GA, LA, MA, MD, NJ, NY, OH, PA, RI, SC, VA.

(c) Copyright 2013, Independent Wealth Management