Our Client Service Team

Jared founded IWS to provide his clients with sophisticated estate, insurance and pension strategies as part of a boutique, high-touch financial services firm. In addition to his work with affluent individuals and families on risk...

For over twelve years, Avi has been working with professional families, business owners, and high-net-worth individuals in the greater New York area to create financial strategies that not only address their goals and dreams...

John was a Member of the United States Navy and believes that the key to a successful financial future is knowledge. His background, experience and commitment to providing his clients with the resources they need has helped make their...

Eric Kleinstein joined IWS in 2018. With a background in corporate real estate, Eric has developed efficient strategies that allows him to customize planning specifically to each of his clients’ needs. He focuses his practice on...

Chris joined the IWS team in 2017 after a long and successful career in sports and entertainment. As a result of his past career he has focused a large part of his practice on professional athletes and their agents. He also works with...

Steven Alexander is a Lawrence University graduate with a Bachelor's Degree in Production Management. Steven is a New York native that enjoys both the business and artistic elements that the city has to offer. In his spare time he...

Mark Goldstein has spent the past 20 years treating and rehabilitating thousands of New York and New Jersey patients in his Physical Therapy and Chiropractic clinics, located in Manhattan and suburban New Jersey. He plans on spending...