Business Network Michigan
Companies:23,409
Products and Services:335
Articles and publications:181
Tenders & Vacancies:1

Independent Wealth Management LLC
Information may not be reliable

Traverse City, MI fee-only financial planning, retirement and investment management firm.
Address236 1/2 E Front St Traverse City, MI 49684-2526
Phone(231) 929-1086
Websitewww.iwmusa.com
Tax Report: Where Do Your Tax Dollars Go?
White House Deficit Reduction Panel - Draft Recommendation
Taxes, 2011, and the New Investment Landscape
2011 Tax Provisions Summary and Pension Plan Limitations
Bill Gross Investment Outlook

At IWM we understand whats at stake: your familys future.
WE KNOW YOU SEEK:

Trustworthy Financial Advice
Wealth Management Strategies

We know you take your finances seriously;
and we do too.

EMPOWERING AND ENHANCING lives with customized personal wealth strategies and investment portfolio management.

EXPERIENCED AND COMPETENT Independent Fiduciaries. Our advice will never be influenced by proprietary products or any outside pressures. We work solely for you.

Benefit from IWMs years of experience caring for the financial health of individuals, retirement plans and foundations. Get the financial guidance you need from professionals you can trust. We look forward to helping you reach your goals. More >

Schedule a Meeting or Subscribe to our Publications!

IWM Independent Wealth Management - Traverse City MI Investment Management
info@iwmusa.com

236 1/2 East Front Street
Traverse City, MI 49684 USA

Rating:

Related items:

LJPR, llc
Information may not be reliable
LJPR, LLC is a fee-only financial advisor and wealth management firm that specializes in retirement planning, investment management, estate planning
  • 4555 Investment Dr Ste 304 Troy, MI 48098-6338
  • (248) 641-7400
Reynolds-Jonkhoff Funeral Home
Information may not be reliable
Traverse City Michigan Family owned funeral home
  • 305 6th St Traverse City, MI 49684
  • (231) 947-6347
L E Williams & Company PC
Information may not be reliable
L. E. Williams & Company, P. C., CPAs, Certified Public Accountants, Traverse City, MI 49686, 231-922-8610, Income Tax Preparation, Tax Planning,
  • 996 Garfield Woods Dr Traverse City, MI 49686-5159
  • (231) 922-8610
Honor State Bank
Information may not be reliable
Community banking since 1917 branches in Traverse City, Manistee, Benzonia, Honor, Lake Ann, Bear Lake, Copemish and Buckley.
  • 18705 Cadillac Hwy Copemish, MI 49625-
  • (231) 378-4260
Harris Group Cpas
Information may not be reliable
Locally owned full service Northern Michigan CPA firm, founded by Ronald Harris in 2000 serving Traverse City, Suttons Bay and Petoskey.
  • 731 S Garfield Ave Traverse City, MI 49686-3427
  • (231) 946-8930
×