IWM Partners Launches Rebranding Initiative to Better Reflect Role as Full Service Financial Consulting Company

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Redesigned logo and new website represent IWM Partners as a full service financial consulting company that offers personal service, innovative strategies and unbiased advice to families and professionals in Southern California, as well as nationwide.

Fountain Valley based financial consulting company IWM Partners is launching a rebranded logo and website to better reflect its role as a full service financial consulting company. IWM Partners places a high emphasis on conservatively managing investments, reducing risk and operating in an environment where honesty, integrity and traditional family values are defining traits.

The new website is a comprehensive resource of information for IWM Partners’ clients and their families. Daily market reports, weekly economic newsletters, outside seminars and monthly office workshops will offer even more educational opportunities in the future.

Part of the rebranding initiative also includes new Facebook and Twitter pages. Those who check out IWM Partners on Twitter or Facebook will receive up-to-date financial news articles, workshop and seminar information as well as behind the scenes photos of office events.

The schedule for the monthly in-office workshops will be posted on the new website as will the schedule for upcoming seminars that take place in various locations in Southern California.

On Thursday July 26 from 6:30 p.m. to 8:00 p.m., IWM Partners will be hosting an Economic Review on the Current Economy presented by market strategist Anthony Valeri from LPL Financial Research at its Fountain Valley office at 9550 Warner Ave, Suite 300. In August, the company will host a Passport to Retirement seminar at the Balboa Bay Club and Resort, with the option of a two-part seminar on Tuesday August 14 and Tuesday August 21 from 6:30 p.m. to 9:00 p.m., or a one day intensive version of the same seminar Saturday August 18 from 9:00 a.m. to 1:00 p.m.* Those interested can RSVP by contacting the IWM Partners office.

  • Variable annuities mutual funds and Exchange Traded Funds (ETFs) will be discussed

About IWM Partners

With more than 40 years combined experience and working with a combined $100 million of brokerage and advisory assets through LPL Financial, each of our advisors has the necessary skills to help clients feel at ease while navigating these unpredictable financial times. From investment management and estate planning, to insurance and tax strategies, IWM Partners is a full service financial consulting firm helping hundreds of clients move comfortably into retirement. Learn more at IWMPartners.com.

  • Investing involves risk including the potential for loss of principal Variable Annuities are suitable for long-term investing, such as retirement investing. Withdrawals prior to age 59 ½ may be subject to tax penalties and surrender charges may apply. Variable annuities are subject to market risk and may lose value. An investment in Exchange Traded Funds (ETF), structured as a mutual fund or unit investment trust, involves the risk of losing money and should be considered as part of an overall program, not a complete investment program. An investment in ETFs involves additional risks such as not diversified, price volatility, competitive industry pressure, international political and economic developments, possible trading halts, and index tracking errors.

The financial professionals at IWM Partners are registered representatives with and Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

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Jade Terry
jterry@iwmpartners.com
714-962-8000
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