4400 West 109th Street
Our client-focused approach is built on the philosophy that we must listen before we lead.
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At Integrated Wealth, we guide over 200 affluent individuals, families, and businesses in an intimate family office setting.
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As an independent Registered Investment Advisory firm, we are held to stringent ethical standards with the freedom to do what we think is in your best interest.
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Advising affluent families across over 30 states since 1984.
Assets under advisement
~$400M on ADV for RAUM.
Personalized wealth guidance for select individuals.
We know how hard you work for your wealth and we’d like to help you preserve it. As an independent wealth management practice that partners with best-in-class asset managers, we provide access synonymous with large wealth management practices with the service of a boutique family office. We offer elite wealth management to individuals, families, and entrepreneurs. Our specialty focus areas are serving retirees, medical professionals, and business owners.
We believe that our clients are our family, not a number or a dollar sign. Because of that belief, we see wealth management differently.
We understand that trust forms the cornerstone of a successful advisory relationship. We work to earn your trust by first learning all about you, then providing the transparency and objectivity you need to make confident decisions about your wealth.
As your wealth advisors, we create comprehensive solutions that provide for your entire financial life.
Wealth management is more than just investment advice and elite clients have unique financial needs.
No two investors’ circumstances and objectives are alike, and that’s why we focus on developing outcomes uniquely designed for you.
Ready for a second opinion on your retirement plan offering?