Email address and contacts
We specialize in working with high-income families and owners of closely held businesses who are seeking an independent advisor to implement intentional wealth accumulation and tax-efficiency techniques. The majority of our clients need support in the following areas: Comprehensive Planning: youre busy balancing your business and your family, so you need a strong team to handle your financial planning. Business Planning: as your business continues to grow, you need strategies to alleviate your tax burden, and strategies for your employer benefit plan offerings. Tax Strategies: you need assistance mitigating tax burdens affecting your wealth-building process. Investment Management: the number of options can be daunting, so you need analysis and recommendations you can be confident in. Estate Planning: you want to ensure your estate is properly managed so your wealth continues to grow. IWM Financial was founded to support established business owners in making intentional and informed decisions with the help of an objective, independent advocate. Our priority is to ensure your overall financial success, so we take the time to build a relationship and understand your goals and desires. Once we have a comprehensive understanding of your situation, we provide you with a custom evaluation and analysis to address your goals. --- Securities and Advisory Services offered through Client One Securities, LLC Member FINRA/SIPC and an Investment Advisor. IWM Financial, Inc. and Client One Securities, LLC are not affiliated.
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