We are passionate about what we do. We’re privileged to work with clients and have a long-lasting impact on their financial lives by providing real results and real solutions. Our commitment to you is to earn your loyalty and trust each and every day. We work hard to give you an outstanding level of personal service.
If you are wondering whether IWC might be a good fit for your needs, here are a few of the things we can do for you:
- Retirement planning
- Strategies for deferred compensation, executive compensation – options, RSUs, ESOPs, pensions
- 401k investment management
- Life insurance planning
- Estate planning
- Charitable gifting
- Employee profit sharing and 401k plans
- Business succession planning
- Financial planning for business sale proceeds
