Iwp wealth management

IWP Wealth provides family office and investment advisory services to affluent individuals and families. Our Family Office Group focuses on clients with assets of $10 million or more while our Private Client Advisory business works with clients that have assets between $1 and $10 million. Our flat fee model is critical to eliminating many of the conflicts of interest that exist in our broader industry. Our goal is to be the one place that a client calls with any financial issue - coordinating tax, legal, estate, investments, and cash flows to ensure that the overall plan is synchronized.