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.
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- February 16, 2014 | Reduce your chances of an audit.
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- January 19, 2014 | Preparing financially for a new child
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- December 22, 2013 | Don't let the holidays ruin your credit
- December 8, 2013 | Retirement account penalties can be costly
- November 24, 2013 | Flexible spending accounts can help tax burden