Independent Wealth Management

www.iwmusa.com

Our number one goal is to reduce the stress and worry of managing your wealth. IWM is a Fee-Only advisory firm. The only compensation we receive is the fee our clients pay directly to us. We don’t accept commissions, referral fees or rebates. We take a fiduciary role with each of our clients. Everything about our firm is designed to deliver objective advice and unbiased portfolio management to our clients.

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Our number one goal is to reduce the stress and worry of managing your wealth. IWM is a Fee-Only advisory firm. The only compensation we receive is the fee our clients pay directly to us. We don’t accept commissions, referral fees or rebates. We take a fiduciary role with each of our clients. Everything about our firm is designed to deliver objective advice and unbiased portfolio management to our clients.

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Country

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State

Michigan

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City (Headquarters)

Traverse City

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Employees

1-10

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Founded

2008

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Estimated Revenue

$1 to $1,000,000

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Potential Decision Makers

  • Management Accountant

    Email ****** @****.com
    Phone (***) ****-****
  • Client Service Specialist

    Email ****** @****.com
    Phone (***) ****-****
  • Trader

    Email ****** @****.com
    Phone (***) ****-****

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