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Providing a single source solution to individuals and families needing multiple services to manage their finances and investments.

  • $96m

    OF HOMES TRANSACTED IN 12 MONTHS


    Our track record of success shows that we find a way even on the toughest deals.
  • 30

    AVERAGE NUMBER OF TRUSTS CREATED EACH MONTH


    We provide an integrated approach to protect, leverage and transfer your wealth.
  • $3B

    IN NET WORTH HANDLED BY OUR DEEPLY TALENTED TEAM OF MANAGERS


    We help you navigate your financial world by providing an integrated understanding of all the goals, opportunities and risks related to your wealth.
  • 1962

    THE YEAR OUR INSURANCE TEAM BEGAN PROTECTING CLIENTS


    As an affiliated team we can provide Home, Life, Business, Auto, and Long-Term Care insurance to help manage life’s uncertainties.
  • 100%

    NUMBER OF CLIENTS RECEIVING FAVORABLE AUDIT RULINGS LAST YEAR


    Our talented team of tax experts provides income tax return preparation and representation on your behalf for income tax matters before all government agencies.

Simply stated, we can become your family’s financial operational hub.

We are a multi-family office. That means we use a fully integrated, independent, multidisciplinary approach to wealth management. We understand that wealth presents unique and complex challenges for families today.

The need for a centralized and coordinated effort that will serve to simplify and efficiently streamline wealthy family functions is essential. Global asset management, real estate investing, property management, mortgage solutions, integrated estate and income tax planning, trust and estate services, charitable giving, risk management, even bookkeeping and bill paying, all consolidated in one holistic relationship is what we seek to achieve.

#1

Service Coordination

Providing multiple financial services in one location saves you time, and having them all sitting at the same table providing coordinated knowledge, is invaluable.

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#2

Investment Management

IWMG thrives on helping you plan the journey and build customized investment portfolios that are designed to preserve, protect and grow your wealth.

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#3

Tax, Audit and Budget Management

Considered by many of our families as their Chief Financial Officer, we help you plan, coordinate and execute the complex facets of tax management.

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#4

Real Estate Services

Whether buying your first home or adding to your investment property portfolio, our team can manage the funding, transaction and management of your property.

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#5

Trust, Estate & Legacy Planning

Having a solid Trust and Estate Plan is a necessity for every family. We will create an estate plan and trust as individual as you are and do it for roughly half of what other firms charge.

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#6

Risk Management

Life has its unexpected twists and turns. Helping our clients to live life confidently means preparing them to manage that risk. Protecting your car and home or even your life can play a significant role and we can help.

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Ready to take the next step?

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