Welcome to IWB
Los Angeles!
Personal Finance, Business Planning, Retirement.
Everyone deserves Financial Peace of Mind!
Unfortunately, many of weren’t taught the keys to financial success. That’s why we’re here. To serve as a trusted advisor and to help others pursue their definition of financial success!
Who
We are Innovative Wealth Building also known as “IWB”.
What
IWB is a registered investment advisor, regulated by the Securities Exchange Commission
Why
IWB exists to help others pursue financial freedom.
Some Of Our Core Principles:
Simplicity
At Innovative Wealth Building, we value simplicity in our approach to wealth management, ensuring our strategies are easy to understand and implement.
Effectiveness
Our focus is on effectiveness, delivering results-driven solutions that help our clients achieve their financial goals.
Transparency
We prioritize transparency in all our dealings, providing clear and honest communication to build trust with our clients.
Partnership
We believe in partnership and collaboration, working closely with our clients to create customized wealth-building plans that align with their unique needs and aspirations.
There for You Every Step Of The Way
Our client process is based on a listen-first mentality.
01
Discovery Meeting
We want to hear about your goals, money values, and your motivation for coming to see us. In the end, we’ll mutually agree if it would be a good idea to move to the next step.
02
Strategy Session
We’ll dive deeper and start to assess strategies that are working well for you and potential improvements. Here we’ll begin to create a game plan for future success.
03
Implementation Meeting
We’ll start to clarify your preferred methods for pursuing your goals. In order to progress, we need to take action, so we’ll do our part to help you move forward toward your goals.
The L.A Team A.K.A. "The Finance Fam"
15250 Ventura Blvd, Suite 730
Sherman Oaks, CA. 91403
Kennah & Terry Parham, CFP® ChFC®
Co-Founders & Financial Planners
Business Planning
Retirement
Investments
Much More
Social security & Medicare.