Broker Check

IWS was founded in 2012 by Scott Coopersmith with specific goals in mind:

  • To provide clients advice and resources in an independent, transparent and objective manner.
  • To provide a full service goal oriented experience that proactively prepares clients for their financial futures while avoiding unintended consequences.
  • To continuously provide clients a professional experience with a personal family boutique feel.


Who We Are

Our diverse backgrounds and years of experience have prepared us to guide you on your journey.

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What We Do

Years of experience have prepared us to guide you through your life transitions.

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Why We Do It

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Divorce Market Specialized

Our business is built on a foundation of thoughtful client relationships.

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Financial Planning & Coaching

My financial planning and coaching provides the strategy and support you need to tackle any financial challenge life brings. The financial planning process starts with a free 30 minute call that allows us to get to know each other better. We'll discuss your financial situation, goals and objectives, and the ways we can work together. Each financial planning engagement is customized to a particular client's needs and goals

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Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.
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Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.
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U.S. Personal Savings Rate

What can be learned from the savings rate?
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Ready to get started? Jump right in!

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