Partnering with You in Pursuit
of Financial Independence.

Hi, we're Innovative Wealth Building A.K.A "IWB"

Who?

IWB is a team of professionals that are passionate about serving others. We’re pretty much the go-to financial team for all things business & personal finance!

What?

IWB is a Registered Investment Adviser regulated by the Securities Exchange Commission (SEC). Our Advisors are Fiduciaries, so legally, they have to do what’s in your best interest throughout the financial planning process.

Why?

We believe that every person deserves to achieve financial independence. Unfortunately, most of us aren’t taught about good money habits in school so we’re left to figure it out on our own or to find a partner to help us on our journey.

How?

We take the time to get to know our clients, so we can build custom, personalized financial strategies that are aligned with their goals, needs, and expectations.

7
Financial Planners
8
Client Service Professionals
1200
Client Households
380
Assets Under Management

We have several "venues" for working together!

Southern Maryland

Los Angeles

Dallas/ Fort Worth

Virtual (Zoom)

Virtual (Phone)

Virtual (Metaverse)

Meet the Founders

WARREN

JENNIFER

KENNAH

TERRY

Meet our Full Team!

Our Services

FINANCIAL
PLANNING
FINANCIAL
PLANNING
RETIREMENT
PLANNING
RETIREMENT
PLANNING
INVESTMENT
MANAGEMENT
INVESTMENT
MANAGEMENT
CASH FLOW
PLANNING
CASH FLOW
PLANNING
PROTECTION
STRATEGIES
PROTECTION
STRATEGIES
AND MUCH MORE!
AND MUCH MORE!

Our Service Promise

We understand that financial management goes beyond numbers, and our dedicated concierge team is here to provide personalized support and assistance every step of the way.

Whether it's addressing inquiries, helping with paperwork, or offering expert guidance, we're committed to making our clients' financial journeys as smooth and stress-free as possible.

Your financial goals are our priority, and our concierge service is just one of the ways we go the extra mile to support your success.

Want to get in contact? Don’t be shy, drop us a line!