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Independent Wealth Management, LLC - Financial Planners, Investment Advisors, Portfolio Managers located in Traverse City, MI.

Traverse City, MI fee-only financial planning, retirement planning and investment management firm. Comprehensive advice provided by Jay Berger, CFP, Steve Fisher, CFP and Scott Hackney, CFP.

http://www.iwmusa.com/

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Independent Wealth Management, LLC - Financial Planners, Investment Advisors, Portfolio Managers located in Traverse City, MI. | iwmusa.com Reviews
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Traverse City, MI fee-only financial planning, retirement planning and investment management firm. Comprehensive advice provided by Jay Berger, CFP, Steve Fisher, CFP and Scott Hackney, CFP.
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1 Independent Wealth Management
2 financial advisors
3 investment advisors
4 portfolio management
5 financial consultants
6 financial management
7 financial planners
8 Independent Wealth Management
9 LLC
10 Traverse City
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Independent Wealth Management, LLC - Financial Planners, Investment Advisors, Portfolio Managers located in Traverse City, MI. | iwmusa.com Reviews

https://iwmusa.com

Traverse City, MI fee-only financial planning, retirement planning and investment management firm. Comprehensive advice provided by Jay Berger, CFP, Steve Fisher, CFP and Scott Hackney, CFP.

INTERNAL PAGES

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1

Steve Fisher, CFP

https://iwmusa.com/steve-fisher-cfp

Jay Berger, CFP. Steve Fisher, CFP. Scott Hackney, CFP. Steve Fisher, CFP. Partner and CERTIFIED FINANCIAL PLANNER Practitioner. Steve has over 18 years of financial planning experience. He earned his B.S. in Finance from Miami University and held positions as Accounting Supervisor and Assistant Controller for a Fortune 200 Company subsidiary. College for Financial Planning in Denver, Colorado (1999). Bachelor of Science Finance, Miami University (1983). Professional and Civic Associations. July 20, 2016.

2

Investment Philosophy | Independent Wealth Management

https://iwmusa.com/investment-philosophy

Jay Berger, CFP. Steve Fisher, CFP. Scott Hackney, CFP. Investing is a means to an end. Clients hire us to manage their wealth for two primary reasons. First, to benefit from our experience and expertise. Second, to free themselves from the complexity and anxiety that comes with wealth management. The decision to work with our firm allows clients to focus on other important things in their lives. Our investment philosophy is driven by the following core beliefs:. An Investment Policy Must be Defined.

3

Your Needs | Independent Wealth Management

https://iwmusa.com/your-needs

Jay Berger, CFP. Steve Fisher, CFP. Scott Hackney, CFP. Our number one goal is to reduce the stress and worry of managing your wealth. No two clients are the same and each defines financial peace of mind in a different way. That’s why it takes expertise to put together a plan that works for you. We take time to understand your needs. Your Questions Will Be Answered. When it comes to managing your wealth we understand that there are many questions. Am I taking too much risk with my investments? As CERTIFI...

4

Independent Wealth Management

https://iwmusa.com/blog

Jay Berger, CFP. Steve Fisher, CFP. Scott Hackney, CFP. 2nd Quarter 2016 IWM Market & Economic Review. 2nd Quarter 2016 IWM Market and Economic Review (click here)…. 2nd Quarter 2016 IWM Investment Insights. 2nd Quarter 2016 IWM Investment Insights (click here)…. 2nd Quarter 2016 IWM Market Analysis. Independent Wealth Management’s 2nd Quarter 2016 Market Analysis outlines the quarters economic news and analytics. View 2nd Quarter 2016 Market Analysis Here…. Brexit Chart of the Day. This is not a drill!

5

2Q2015 IWM Investment Insights | Independent Wealth Management

https://iwmusa.com/2q2015-iwm-investment-insights

Jay Berger, CFP. Steve Fisher, CFP. Scott Hackney, CFP. Quarterly Newsletters and Planning Alerts. 2Q2015 IWM Investment Insights. 2Q2015 IWM Investment Insights (click here). July 29, 2015. Quarterly Newsletters and Planning Alerts. 2nd Quarter 2016 IWM Market & Economic Review. July 20, 2016. 2nd Quarter 2016 IWM Investment Insights. July 20, 2016. 2nd Quarter 2016 IWM Market Analysis. July 20, 2016. Brexit Chart of the Day. July 11, 2016. Why the Stock Market Makes You Feel Terrible Every Single Day.

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Pathfinder Financial Advisors >> Financial Links

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CFP Financial Advisors in Las Vegas. Finacuity is a Las Vegas based investment management and financial advisor firm specializing in retiree wealth management and financial planning. www.finacuity.com/. Oakland CA Financial Advisor - CFP Financial Planning for Savvy Women. Curtis Financial Planning in Oakland CA provides Fee-only Financial Planning and Investment Management for savvy women, their families, and their businesses. www.curtisfinancialplanning.com. San Diego CA Financial Planner - CFP. Roman ...

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Links | Mentor Capital

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Mentor Capital’s Five Core Values. Our code of ethics. National Association of Personal Financial Advisors (NAPFA). Learn about Fee-Only financial planning. The Financial Planning Association (FPA). Find out about financial planning. Certified Financial Planner Board of Standards (CFP). Check out a CFP Licensee. Charles Schwab and Co. Log in to your Schwab account. Find out about exchange-traded funds. Internal Revenue Service (IRS). Get forms and publications, income tax information. Financial Advisor a...

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Cedar Financial Advisors | Links

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Why We Are Different. Online meeting - Google Hangout. Shared Folder - Box.com. Schedule a meeting with Peggy. Schedule a meeting with Tim. Schedule a meeting with Peggy and Tim. Schedule a meeting with Peggy or Tim. Find a Financial Advisor - Independent Fee-Only Financial Advisor Firms. National Association of Personal Financial Advisors Fee-only financial planners. Las Vegas Financial Planners - Finacuity. Oakland CA Financial Advisor - CFP Financial Planning for Savvy Women. Roman Financial Advisors ...

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Independent Wealth Management, LLC - Financial Planners, Investment Advisors, Portfolio Managers located in Traverse City, MI.

Jay Berger, CFP. Steve Fisher, CFP. Scott Hackney, CFP. Reduce the stress and worry. Of managing your wealth. Means to an end. With you in mind. Our number one goal is to reduce the stress and worry of managing your wealth. No two clients are the same and each defines financial peace of mind in a different way. That’s why it takes. JAY BERGER, CFP. Wall Street Journal, Barron’s, Bloomberg, Mainstream.com, The Detroit Free Press or Money. STEVE FISHER, CFP. Partner and CERTIFIED FINANCIAL PLANNER Practiti...

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