About Us

Each of us have traveled unique paths to creating, growing and building success.

We value your story, how you got here and where you are going.  We work diligently to build and maintain the appropriate structures, tools and support for every client’s uniquely evolving financial universe.  And we have a story of our own. We founded IWP in 2005 to fill a void of services that we personally experienced as clients.  Everyone wanted to manage our money – no one wanted to help with the often confusing and time consuming realities of having wealth.  With more than a decade of service to families across the country, we possess the knowledge, experience, and skills vital to creating and managing multiple complex family offices.

To us, “family office” is not an add-on. It’s who we are.