Each client works directly with an owner of the firm.
We accept new clients when we believe there are high odds that IWM will improve and add value to their situation.
We limit the number of client relationships we accept, ensuring our clients receive the attention they deserve.
Many of our client relationships are over ten years old.
Communication with clients is a priority. We meet with clients on a regular basis.
While we recognize the need and importance for marketing our services to grow our business, we will always place servicing our current clients who have entrusted us with their investments as our first priority.
Wealth Management - the integration of Financial Planning and Investment Management - is a comprehensive, holistic, approach to managing our client's wealth.
Wealth Management is a part of our firm name, because it is a core belief of everyone at IWM.
We believe a Team Approach is the best way to deliver comprehensive advice.
IWM is truly a team - every Partner and Associate is available to every client. We believe this provides the best service, best ideas, and best results for our clients.
We also work closely with our client's team of outside advisors - estate planning attorney, tax advisor, etc. - to ensure coordination of activities.
We offer a Professional Service Credit for our Wealth Management clients. This credit can be used to pay for outside professional fees.
We hold ourselves to the highest fiduciary standard.
Every action we take must pass the basic question Is this the right thing for the client?
The broker / financial advisor are only held to the lower suitability standard.
We are not fee-based . . . we are fee-only. The only compensation we receive is fees paid to us directly by our clients.
Unlike many Wall Street firms, banks and accounting firms we only serve one master . . . our clients.