Integrated Wealth Management has grown steadily, with a major increase in assets under management every year since 1996.

The firm consistently appears on the annual “Best of” lists published by such influential publications as “Medical Economics” magazine, “Financial Advisor Magazine” and “Wealth Manager” magazine (formerly “Bloomberg Wealth Manager”). And, our advisors are frequently called upon for commentary and financial advice on broadcast and cable shows as well as in newspapers and magazines.

We have been recognized as one of Reuters’ Top Advisors and were also included on the Best of United States list of the best Financial Planners in the country. In addition, Integrated Wealth Management was the recipient of the Small Business Commerce Association’s 2009 Best of Business Award in the management services category in recognition of the firm’s role in enhancing the positive image of small businesses through service to their customers and community.

And, the recognition we’ve received goes beyond the financial community; as strong believers in the importance of giving back to our community and in assisting worthy nonprofits via sponsorships, our initiatives in those areas have gained widespread attention as well.