IWM Partners is a full-service financial consulting firm based in Irvine, California, dedicated to helping clients navigate the complexities of retirement planning and wealth management. With over 50 years of combined experience and managing approximately $400 million in brokerage and advisory assets through LPL Financial, the firm offers personalized services including investment management, estate planning, insurance, and tax strategies. Their approach emphasizes conservative investment strategies, risk reduction, and a commitment to honesty and integrity, aiming to simplify clients’ financial lives and support them in achieving long-term financial goals.