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                                                            IWMI WEALTH ADVISORS

 

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IWMI WEALTH ADVISORS is a wealth management organization established by Michael W. Lagos, CFP^® in June 1995 and is comprised of two separate companies, INTERNATIONAL WEALTH MANAGEMENT INCORPORATED (IWMI); and IWMI INSURANCE SERVICES, INC.  At IWMI WEALTH ADVISORS, we focus on helping our clients build, protect and perpetuate family wealth for multiple generations by identifying the necessary resources needed to develop comprehensive solutions to even the most complicated planning objectives.
 
We are free from the conflicts of interest and proprietary pressure imposed on many other advisors who are often limited to the resources of a single organization. IWMI WEALTH ADVISORS is proud to be partnered with many of the most respected institutions in the financial services industry today.
 
IWMI WEALTH ADVISORS has developed specialized services which allow us to represent two specific types of clients: the owners of closely held businesses and the mature affluent individual in or nearing retirement.  Working closely with our clients other advisors, we provide our services in a "family office" environment and focus on identifying our clients planning objectives in the areas of wealth accumulation, preservation and transfer planning.  We serve individual client relationships as well as provide comprehensive wealth management resources to CPA, Law and other Advisory firms.
 
IWMI WEALTH ADVISORS corporate office is located in Diamond Bar, California and serve clients across the country.  Dedicated to professional excellence and industry experience, we provide our services in a confidential and consultative manner, building life-long relationships based upon education, trust, communication, and service.