We are Insurance Experts who understand the complexities of Financial Planning for Entrepreneurs
Unlike typical financial planning that is focused on investments and often over-simplifies what you face as a business owner, we use a proven holistic planning process to maximize the wealth your business creates and minimize many of the risks you face. By creating a detailed roadmap unique to each client family we eliminate exposure to most of the ‘creditors and predators’ that can destroy Family Business Wealth. Understanding the complexities of each situation, we devise a clear plan that helps business owners get from where they are now to where they want to be. None of this is magic; it just takes time, patience, know-how, and teamwork.
We’ll move you from CONFUSION to CLARITY
Advanced Financial Planning for Business Owners

Business & Family Protection Solutions

What are the “safety nets” and “fences” you need?

Family Business Transition Planning Process

How do you create a lucrative exit while keeping the business viable and growing for the future?

Maximizing & Realizing Business Profits

How do you tax-efficiently grow free cash flow for your benefit and that of your family?

Legacy & Tax Planning

What are your plans to turn business wealth into enduring family wealth?
“The experience we’ve had with Phil and the team at IWM has meant that we now have greater peace of mind.” Piccioni Bros. Mushroom Farm

“Phil and the team at IWM has helped us get more organized and feel more confident about the future and our retirement and estate plans.” Dan Valentini Developments

CONNECTING THE DOTS TO GET YOU FROM WHERE YOU ARE NOW, TO WHERE YOU WANT TO BE