IWM Advisors, LLC  166 East 61st Street–Suite 6B  New York, NY 10065

917.697.4156 peterculver@iwmnyc.com

Wealth Planning for Your Future

Helping you reach your goals is our top concern

Protecting Your Interests : We are 100% independent – No commissions or referral fees

Services Tailored to Your Needs

We craft customized solutions to protect your wealth

What are your dreams?

  • Retire soon?
  • Have time for your real passions?
  • Leave a legacy?
  • Support your causes?

Together, we build a financial plan to reach your goals.

Our Wealth Management Services

Financial Planning

Together we build the right plan for your needs.

Asset Management

We help turn your financial plan into action.

Wealth Transfer

We guide you in leaving a legacy.

Family Office

Integrated personal and financial services.

We are different

We don’t sell products. We add value by:

  • Seeing the big picture
  • Pulling all the pieces together
  • Judgment based on 30 years of experience
  • 100% allegiance to your interests.

What are your concerns?

  • Having enough to retire?
  • Outliving your wealth?
  • Medical care?
  • Protecting your heirs?

What you Will gain With us

Reach Your Goals

Financial Independence

Peace Of Mind

Our Blog

Are You Suffering From “Benchmark-itis”?

A Better Way To Approach Index Investing

Where’s The Biggest Risk: Inside Your Portfolio or Inside Your Family?

We Support The Following Causes

Empowering
Women

Arts
Education

Helping The
Homeless

Protecting our
Environment

Equality For
Special Needs

Get in Touch

Would you like to speak with us over the phone? Just submit your details and we’ll be in touch shortly.

ADDRESS:
166 East 61st Street – Suite 6B New York, NY  10065

PHONE:
917-697-4156

EMAIL:
peterculver@iwmnyc.com

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