Your Financial Future Today
Irwin Wealth provides expert financial planning and wealth management services. We help you achieve your financial goals with personalized strategies and dedicated support. Let us guide you on your path to financial success.
Discover Our Mission & Values
At Irwin Wealth, we are committed to providing exceptional wealth management services that empower our clients to achieve their financial goals and secure their legacies. Our approach is rooted in integrity and innovation.
20
years
Experience you can trust, with over 20 years in the industry.
5
core values
Our core values include Integrity, Client-Centric Approach, Innovation, Excellence, and Long-Term Relationships.
3
team members
Meet our dedicated team of experts who are here to guide you through your wealth management journey.
15
clients served
We proudly serve over 15 high-net-worth individuals and families, ensuring personalized attention and tailored strategies.
Explore Our Comprehensive Wealth Management Services
At Irwin Wealth, we offer a suite of services designed to help you achieve your financial goals. From investment management to wealth preservation and estate planning, our team of experts is dedicated to providing personalized solutions tailored to your unique needs. Discover how we can help you build a secure financial future.
Investment Management
We focus on creating personalized investment strategies that align with your financial goals. We utilize a combination of traditional and alternative investments to optimize your portfolio's performance.
Wealth Preservation
Our services are designed to protect your assets from market volatility and unforeseen circumstances. Our team works closely with you to develop strategies that safeguard your wealth for future generations.
Estate Planning
Our service helps you create a comprehensive plan for the distribution of your assets after your passing. We ensure that your wishes are honored and that your loved ones are taken care of.
What Our Clients Say
Discover how Irwin Wealth has positively impacted our clients’ financial journeys through personalized service and expert guidance.
Irwin Wealth has transformed my financial outlook. Their personalized approach and deep understanding of my needs have made all the difference in my investment strategy. I highly recommend their services!
Jessica Smith
CEO, Tech Innovations Inc.
The team at Irwin Wealth is exceptional. They took the time to understand my goals and crafted a tailored plan that has exceeded my expectations. Truly a top-notch firm!
Michael Johnson
Entrepreneur, Johnson Enterprises
I was impressed by the level of service and expertise at Irwin Wealth. They guided me through complex financial decisions with ease and professionalism. I feel secure in my financial future.
Emily Davis
Financial Analyst, Global Finance Corp.
Working with Irwin Wealth has been a game-changer for my family. Their wealth preservation strategies are top-notch, and I trust them completely with our financial planning.
David Brown
Real Estate Investor, Brown Realty Group
Irwin Wealth's expertise in estate planning has given me peace of mind. They helped me create a comprehensive plan that ensures my family's future is secure. Highly recommend!
Sarah Wilson
Estate Planner, Wilson Family Trust
Get in Touch
Reach out to us for personalized assistance.
Our Experts
Meet the Team
Discover the professionals dedicated to your financial success.
James Irwin
Founder & CEO
James leads the firm with over 20 years of experience in wealth management, focusing on personalized client strategies.
Sophia Chen
Senior Wealth Advisor
Sophia specializes in investment strategies and has a knack for identifying growth opportunities for clients.
Michael Thompson
Investment Analyst
Michael analyzes market trends and provides insights that help shape investment decisions for clients.
