IWM is a Registered Investment Advisor. We are 100% independent - we sell no products and take no commissions or referral fees. We provide top-flight advice and cutting-edge technology in four key areas of wealth management: Financial Planning, Asset Management, Wealth Transfer and Family Office.
Our role is to help very successful people make sure that their own affairs don’t get short shrift in a busy personal and professional life, and that all aspects of their wealth management are working together. We begin by completing a thorough audit of a client's affairs, identifying gaps and areas for improvement. We then work with the client to implement our recommendations and to monitor their affairs going forward. A sample Wealth Management Analysis is attached below.
We use our industry-leading technology to consolidate all a client's financial information -- Assets/Liabilities, Cash Flow, Investments, Insurance and Estate Plan -- on one, user-friendly, portal. All the investment/banking data is live-time pricing, so you can always see where you stand. This is particularly useful when a client has more than one money manager or bank, because our platform automatically aggregates all the data and produces detailed reports for the client and his other advisors.
To learn more about IWM, please visit our website: www.iwmnyc.com.
