Company Presentation
Your Trust is Our Greatest Asset.®
Contact: info@iwpmail.com
Denver
3200 Cherry Creek Drive South, Suite 620
Denver, Colorado 80209
Los Angeles
2321 Rosecrans Avenue, Suite 2240
El Segundo, California 90245
Delaware limited liability company
SEC Registered Investment Advisor
Exclusive multi-family office providing financial advisory, management, and
reporting services
Founded in 2004 with offices in Denver, Colorado and El Segundo, California
IWP Wealth Management, LLC
2
Your Trust is Our Greatest Asset.®
IWP: A Comprehensive and Trusted Financial Partner
3
Wealth Management
We work with our clients to make all of the individual pieces of their wealth puzzle fit together
–
Investment Policy Statements
–
Asset Allocation & Execution
− Concentrated Stock and Options Strategies
–
Access to Alternative Investments
Wealth Coordination and Organization
Our coordination and organizational services help clients’ tax, estate, and investment strategies work in harmony
–
Advisory and Coordination
• Tax, estate, investments, insurance
• Charitable gifting, education, retirement
– Online Consolidated Account Reporting
• Brokerage accounts, bank accounts, hedge funds, private investments
– Online Document Storage
• Tax returns, estate documents, subscription and operating agreements, insurance policies
Your Trust is Our Greatest Asset.®
Institutional level experience and relationships.
Unique perspectives having been wealth management clients.
Charles A. Willhoit – President, IWP Wealth Management, LLC
Charlie became a principal with a $500 million multi-family investment manager in 2003. In 1995, he joined J.P. Morgan where he spent eight years in Equity
Research, becoming the firm’s youngest senior equity analyst and being named as an All-Star analyst by Institutional Investor Magazine. At J.P. Morgan, Charlie
worked alongside leading analysts, bankers, traders, and institutional salespeople and was involved in multi-billion dollar public and private equity transactions,
including ini