IWB L.A. is proud to partner with LMW!
Through Our Shared Commitment, Our Goal is to Help Our Mutual Clients “Level Up” Both Their Financial Planning and the Their Tax Planning!
Lee Weinstein, Owner
LMW is a Tax, Accounting, and Business Management Company that provides the following services:
- Tax Preparation
- Tax Strategy
- Business Formation
- QuickBooks Assistance
- Bookkeeping
- Business Management
- Payroll Services
Why Work With IWB?
Innovative Wealth Building is a Registered Investment Adviser. Our investment advisors are held to the Fiduciary Standard, which means that they’re required to do what’s in your best interest. With our listen-first approach, we help others clearly define and pursue their most important financial goals.
- Holistic Planning
- Integrated Approach
- Fiduciary Standard
- Local
- Responsive
- Cool 🙂
"My favorite part of being a Financial Planner is the opportunity to help others define their goals and create a path to make them a reality."
― Terry P ― 
"My favorite part of what I do is getting the opportunity to connect with others and to learn about their dreams, hopes and fears. Together, we make sure we're on track to the dreams while minimizing the impact that their fears could have on their financial picture. ”
― Kennah P. ― 
"I love making a difference in our clients lives. We realize that there are many financial firms out there, and we appreciate the trust our clients place in us!
― Desiree W. ― 
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