Company description
Intermountain Wealth Management emerged at the bottom of the financial crisis of 2008-2009. Many financial institutions failed and others were scrambling to survive because they forgot the importance of risk management. The advisors at IWMworked for years at large brokerage firms and decided that a better path was needed in order to protect the financial future of our clients. IWM was founded in order to put our clients first, breaking from the usual priorities of the financial industry. We feel that being truly independent and client-focused is the only way to deliver excellent service to the people who depend on us, and that’s why we conduct business as fee-only Registered Investment Advisors. Instead of measuring our success on commissions or company growth, we pride ourselves on the financial health and happiness of our clients. And that’s how it should be.
More details
- Individual Investors
- YES
- Business Retirement Plans
- YES
- Endowments & Foundations
- YES
