Interactive Wealth Advisors, Inc.

I randomly requested a consult and Chris Winn got on a call with me which was supposed to be for 15 minutes with no charge. We are not able to work with him at this point but wow, he was so helpful! He spent twice the time with me, listening to the complexities of our financial situation and gave me clear instructions (no charge) regarding how to set things up over the next year. He also gave me an excellent reference with someone that I have an appointment next week with. Chris did not have to spend this much time with me (with no charge) and offer me such great info but he did, he was kind and patient and seems genuinely interested. I am no advising to try to get free info but I do want to share that Chris seems to really have a heart for helping others. I'm glad I got to chat with him and maybe one day in the future I will work with him. Thank, Chris!
Jan 8th, 2024

Interactive Wealth Advisors has managed both my and my mothers portfolio for years now. Eriks deep knowledge and savvy investment skills not only protected me from some steep losses over time, but grew my portfolio significantly. There is absolutely no way I could have done that on my own! Erik is an excellent listener and consummate communicator. He never dazzles with too much industry lingo; explains things in plain English so that you can make informed choices. All strategies are developed to align with YOUR goals. Youll never be pressured into pre-made cookie cutter plans. And all of this with a fee-only structure? This is the way investing should be. You will not regret placing your trust in Erik and the team at Interactive Wealth Advisors.
May 8th, 2021

We have been with IWA for nearly a decade, I cannot recall a time when we were unhappy or wanting to leave. Erik is always great to deal with, whenever there is a question we can always count on a prompt reply. When we need to make a decision he always gives plenty of time and lays out all of our options. While our portfolio is not always increasing we seem to always be doing better than the markets as a whole. I would highly recommend IWA as financial planners
Mar 16th, 2021

Switching up investment advisors is a stressful situation. I found Interactive Wealth searching and reviewing and boy did I hit the jackpot! Erik is an excellent communicator and really makes me feel like I have a say in the decision making process....which of course I should! He has made some excellent decisions that have helped me to make gains and avoid bad losses. My only regret is I didn't find IWA sooner! I highly recommend!
Feb 14th, 2021

Having had the opportunity to work with Chris twice now, I would recommend the Interactive Wealth Advisors team 110%! They are knowledgeable, trustworthy and take the time to understand your needs.
May 6th, 2019