The Institute for Wealth Planning – Providing Advisors With Support and Tools For Better Client Performance
The IWP Three-Tier Approach
Education
IWP’s Tax Concierge Team applies their collective, meaningful expertise to add valuable tax-saving solutions to benefit your clients.
Collaborating
With the WP team’s robust technical background supporting your practice new tax savings for clients and additional revenue for you are possible.
Implementing
The IWP tax specialists draw from years of results, and actual applications of the strategies they bring to complement your practices’ service portfolio.
THE IWP CONCIERGE APPROACH
IWP modeled itself after a symphony orchestra, bringing together high-caliber talent with complementary skill sets to perform optimally.
IWP is a non-profit group. Our goal is to expand awareness and application of tax-saving strategies for your high net-worth client.
SEE HOW IWP GROWS YOUR PRACTICE
Watch our brief overview to see how IWP compliments your experience and focus on delivering exceptional tax-saving strategies for your clients.