IWM Investment Management Traverse City MI
Wealth Management Services In Traverse City MI

Client Forms

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) 

Disclosure Brochure ( Privacy Policy)

Confidential Planning Questionnaire and Data Collection.
Data Form

Individual/Family Questionnaire.
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


Independent Wealth Management – All Rights Reserved. Disclosure
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