Serving as your corporate partner

Independent Wealth Management partners with you in the development of company sponsored benefits and retirement plans. From selecting the right retirement plan for your needs and choosing providers to the implementation of the plan and monitoring results, IWM serves as an advocate every step of the way. In addition to providing asset allocation guidance to the plan on an on-going basis, we also handle the details of setting up the plan, including enrollment meetings, ongoing education and empowering employees to select the right strategies.

Advice on more than just plans

We also offer advice on executive compensation, executive stock options, business buy-sell/continuity & succession planning strategies.  We will meet with you and your company on a complimentary basis to determine how we can best address your needs.¹

¹Business succession planning offered through LPL Financial