IWC provides advisors with proven processes, state of the art technology and facilitates coordinated financial plans. We offer analysis, portfolio management, and consulting services to individuals, families, trusts, estates, businesses, and retirement plans.
IWC follows an “open architecture” model which allows our advisors the freedom to determine where they would like their clients’ assets to be held. Being independent means our advisors are free to recommend only those products and services that address their clients’ needs.
Our team’s experience spans over 5 decades. We work collaboratively, sharing our depth of intelligence and wisdom when addressing the financial challenges our clients face.
Robert Brown, PhD, CFA
Chief Investment Officer