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

917.697.4156 peterculver@iwmnyc.com

How We Help

We work with clients across a broad range of wealth management issues.

Often our work takes the form of discrete projects; in other cases, we help on an ongoing basis. In all cases, our work is detail-oriented and customized to each client.


  1. Financial Foundation Analysis
    • Balance Sheet, Income and Expenses
    • Financial Goals Assessment
  2. Cash Flow Modeling
    • Goals-Based Projections
    • Investment Correlation
  3. Investment Analysis
    • Review of current investments
    • Align Investments with Financial Goals
    • Investment Policy Statement
    • Investment Manager Selection
  4. Estate Analysis
    • Review of Existing Estate Plan
    • Trial Probate
    • Recommended Improvements
  5. Insurance Analysis
    • Review of Current Insurance
    • Placement of new or additional insurance


  1. Ongoing investment monitoring
  2. Manager reviews
  3. Strategy recommendations
  4. Service as Fiduciary