An independent wealth management firm representing hundreds of individuals, businesses, and nonprofits, Integrated Wealth Management focuses on helping its clients attain their current and future financial goals by providing an exceptional level of personalized service and financial advice, and adapting quickly to changing client circumstances, market conditions or tax laws. A strong commitment to integrity, transparency and giving back to the community are cornerstones of our philosophy.
We develop a comprehensive, customized lifetime financial program for each client, one that’s easily modified to reflect changes in circumstances or priorities without changing investment advisors or incurring surrender charges. And, to augment our financial advisors’ exceptional base of knowledge, we also offer our clients the added expertise of a network of rigorously vetted and carefully monitored money managers and mutual funds who are specialists in their respective fields.
As a full service firm, Integrated Wealth Management provides:
Wealth Management Services
- Retirement Planning
- Retirement Income Distribution
- Estate Planning
- Educational Needs Planning
- Insurance Planning
- Tax Planning
Fiduciary Services
- Planning
- Portfolio Design
- Implementation
- Monitoring & Reporting
- ERISA Compliance
401(k)
- Plan Design
- Employee Communication & Education
- IRS Code 404(c) Compliance
- Personal Client Service Representatives
Investment Reporting Services
- Asset Allocation Statements
- Institutional Advisory Service
- Investment Policy Statements