Our Services
We assist from start to finish — Wealth Accumulation to Wealth Preservation
Where people and process come together.
Discover our support team. We engage the financial and legal industry to bring you the best advisors from across the spectrum. All of our people are dedicated to applying their decades of experience to solving our clients’ unique challenges.
THE IYW PROCESS
1. Wealth Preservation
All clients should take steps to have their wealth protected from creditors. Unfortunately, most do not. Asset protection doesn’t have to be difficult or expensive. While it is true that clients with money do need to protect themselves from the “typical” creditor, there are many other creditors.
2. Wealth Management
By developing a system designed to be Low Risk, Low Volatility1 investment management system, we can help protect your nest egg over your lifetime while striving to earn consistent rates of return over time. No longer do you have to fear buying and holding and possibly watch your assets disappear while taking income and abating inflation during retirement.
3. Generational Wealth
Many people know their estate plans are NOT in order but believe they are too busy and that they will get to their estate plan “when they have the time.” If you have been saying that to yourself, please act now to put an estate plan in order.
News & Insights
Using technology and financial expertise to solve today’s client challenges. Using a multidiscipline approach we gather the best minds to solve problems big and small.
Are You Wondering if Your Business is Set Up Properly
An absence of thoughtful buy-sell planning can lead to loss of value, litigation, and failed transition for your business interests upon a wide range of trigger events.