As a Registered Investment Advisory firm, we are required to provide our clients with form ADV Part 2A and 2B upon our initial engagement and annually with a summary of material changes.
Disclosure Brochure (ADV Part 2A, Part 2B)
Confidential Planning Questionnaire and Data Collection.
Investment Policy Questionnaire
Street Map to Independent Wealth Management (including parking options).
Street Map to IWM
Explanation of New IWM Quarterly Statement from Black Diamond
IWM Explanation of Quarterly Statement