Comprehensive Strategies

Your personal advisor at IWM Partners will create a comprehensive financial plan specifically for you, while simplifying the process into real world strategies that can be implemented easily and tracked along the way.

At your introductory meeting, we will review your complete financial outlook. Rather than focus only on your investment portfolio, we use a holistic style of financial planning, incorporating all of the pieces of the puzzle required to build a secure retirement.

More importantly, you’ll have the confidence knowing that your advisor’s interests are in line with your own. When prudent, we believe in using advisory investment accounts which are fee-based, directly connecting your advisor to the performance of your account.

Above and beyond the more traditional methods, we also offer access to fixed and variable annuities, tax-sensitive and alternative investments. A comprehensive needs analysis, including insurance and estate planning, allows us to assemble a tailor made approach using your input as our guide.

The outdated process of "cookie-cutter" investing is no longer effective in this modern environment. By creating a diversified portfolio utilizing several asset classes, in addition to varied investment approaches, we may be able to conservatively manage your investments while generating the performance necessary to allow you to retire "on schedule."

Our services include:

Retirement Planning

  • Traditional/Roth IRAs
  • 401(k) Plans
  • 403(b) Plans
  • IRA Rollovers
  • Defined Benefit/Contribution Plans
  • Cash Flow Analysis
  • College Planning
  • Retirement Income Management
  • Divorce Financial Planning

Investment Management

  • Mutual Funds
  • Stocks and Bonds
  • Exchange-Traded Funds (ETFs)
  • Variable and Fixed Annuities
  • Tax-Sensitive Investing
  • Alternative Investments
  • Socially Responsible Investing

Estate Planning Guidance

  • Tax-Reduction Strategies
  • Multi-Generational Transfers
  • Charitable Giving

Insurance Strategies

  • Life Insurance

No strategy assures success or protects against loss. Investing involves risk including loss of principal. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.