Who?
IWB is a team of professionals that are passionate about serving others. We’re pretty much the go-to financial team for all things business & personal finance!
of Financial Independence.
Hi, we're Innovative Wealth Building A.K.A "IWB"
What?
IWB is a Registered Investment Adviser regulated by the Securities Exchange Commission (SEC). Our Advisors are Fiduciaries, so legally, they have to do what’s in your best interest throughout the financial planning process.
Why?
We believe that every person deserves to achieve financial independence. Unfortunately, most of us aren’t taught about good money habits in school so we’re left to figure it out on our own or to find a partner to help us on our journey.
How?
We take the time to get to know our clients, so we can build custom, personalized financial strategies that are aligned with their goals, needs, and expectations.
7
Financial Planners
8
Client Service Professionals
1200
Client Households
380
Assets Under Management
We have several "venues" for working together!
Southern Maryland
Los Angeles
Dallas/ Fort Worth
Virtual (Zoom)
Virtual (Phone)
Virtual (Metaverse)
Our Services
FINANCIAL
PLANNING
PLANNING
FINANCIAL
PLANNING
PLANNING
RETIREMENT
PLANNING
PLANNING
RETIREMENT
PLANNING
PLANNING
INVESTMENT
MANAGEMENT
MANAGEMENT
INVESTMENT
MANAGEMENT
MANAGEMENT
CASH FLOW
PLANNING
PLANNING
CASH FLOW
PLANNING
PLANNING
PROTECTION
STRATEGIES
STRATEGIES
PROTECTION
STRATEGIES
STRATEGIES
AND MUCH MORE!
AND MUCH MORE!
Our Service Promise
We understand that financial management goes beyond numbers, and our dedicated concierge team is here to provide personalized support and assistance every step of the way.
Whether it's addressing inquiries, helping with paperwork, or offering expert guidance, we're committed to making our clients' financial journeys as smooth and stress-free as possible.
Your financial goals are our priority, and our concierge service is just one of the ways we go the extra mile to support your success.