"The experience we’ve had with Phil and the team at IWM has meant that we now have greater peace of mind. We are confident that we’re organized and we’ve laid the right foundation for the future."
"For small business owners who are serious about growing and protecting their business and the wealth it creates, I recommend talking to IWM, even just to bounce ideas around and ask questions. You’ll be glad you did."
"I’ve always enjoyed the benefits of working with Phil and his team at IWM. Because of their personal service and attention, I know I can count on them to provide the contact I need and come up with new ideas that are helpful to me, my business and my family."
To influence and multiply entrepreneurial wealth, giving it maximum impact for the good of families, communities and the world.
We are the boutique financial advisory firm for results-oriented entrepreneurs who wish to create and maximize long-term business value for their families and the causes they care about most, yet don’t have concrete plans to do so. We put control of business wealth back into the hands of the entrepreneur by creating a tax-friendly, family-friendly and community-friendly financial roadmap that will monetize the wealth embedded in the business, reduce the impact of fees and taxes, create meaningful legacies, and foster relational /family harmony.
Enthusiasm: Meeting each day's challenges with a positive attitude
Professionalism: In knowledge, behavior, speech and appearance
Consistency: Doing what we promised, each and every time
Honesty: Doing what is right even sometimes for its own sake
Attention to Detail: Refusing to cut corners. Finishing well
Excellence: Taking great pride in our work; striving to improve
Fun: Not taking ourselves too seriously; being fun to work with
Memberships & Sponsorships
As part of our on going commitment to the local business community,
we are proud to be involved with the organizations listed above