True
solution providers.
When it comes to wealth management, there is no one-size-fits-all answer. At IWP, we believe in a tailored approach to money that supports you and your needs because it’s all about your family balance sheet.
Your wealth isn't a solo project. Like a winning team, your wealth management benefits from diverse expertise. Our compassionate experts offer valuable insights, proactive guidance, and customized solutions to navigate the ever-changing financial landscape.
We help to filter the economic and market noise so that you can focus on what is really important to you, like pursuing your next milestone.
We offer a wide range of services including:
Financial Planning
Income Protection Strategies
Tax
Reduction Strategies
Retirement Planning
Tailored Investment Strategies
Wealth Transfer
Business Succession Planning
Executive Compensation Strategies
As the investment landscape shifts, so does our commitment to delivering tailored options that align with your evolving needs.
Our Wealth Planning Portfolios offer bespoke solutions supported by a talented and credentialed investment team. Led by Chief Investment Officer Steve Kolano and a deep bench of portfolio managers and CFAs, the platform specializes in research and model creation customized for you, your goals, and your vision.
From expanded choices to ongoing expertise and active communication - your financial goals are at the heart of everything we do.
The result: flexibility, personalized attention, and a refined approach to investment management.
Actively managed portfolios.
Measurable results.
Prioritizing what matters
to you most.
A fiduciary relationship isn't just a fancy legal term – it's a cornerstone for us. Being a fiduciary means that we always put your interests first.
The magic lies in trust. This isn't blind faith; it's backed by legal and ethical codes, utmost care, transparency, and good faith.
We will:
Offer a range of options, most suitable for your needs.
Act with honesty, integrity, and good faith throughout the relationship.
Provide clear and understandable explanations of investment options and potential risks.
Financial confidence starts with trust. Let IWP handle the rest. Experience the security that comes with knowing we are legally and ethically bound to your success.
