INDEPENDENT WEALTH MANAGEMENT

IWM is a Fee-Only advisory firm. The only compensation we receive is the fee our clients pay directly to us. We don't accept commissions, referral fees or rebates. We take a fiduciary role..... IWM is a team of highly experienced financial advisors based in Traverse City, Michigan. Estate planning, fiduciary investment services, and more... We are truly independent from the outside influence of brokerage firms, insurance companies or banks. Everything about our firm is designed to deliver objective advice and unbiased portfolio...

Also known as: IWM

Primary location: Traverse City United States