Our Approach

Consider Us Your Financial Hub

 

We’re redefining what you expect from a full- service team. We will collaborate with your accountant, attorney, and other chosen professionals to help ensure a cohesive financial plan.

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IWC can help you address:

The Unexpected

  • Job Changes
    • New Job/Promotion/Layoff/Buyout
  • New Business Opportunity
  • Recently Widowed
  • Divorce
  • Financial Windfall
    • Inheritance/Stock Option/Lottery

The Expected

  • Retirement Planning
  • Investment Planning
  • Education Planning
  • Financial Goal Planning
  • Estate Planning
  • Charitable Planning
  • Business Succession Planning