4400 West 109th Street
Our client-focused approach is built on the philosophy that we must listen before we lead.
Simply put, our purpose is to develop relationships built on the depth of understanding we have of each of our clients. Only then can we create a customized wealth management plan that does these three critical things well.
Our thoughtful and intentional wealth management process ensures that these three foundational elements are part of every plan. This approach empowers our clients to make confident decisions about their wealth. Discover if a partnership with Integrated Wealth can bring you peace of mind, and help you live the life you desire.
As a local wealth management boutique, Integrated Wealth provides focused, personalized insight and value to a select group of clients, many of whom we’ve served for over three decades. We do this by being independent, fee-based, fiduciaries. These attributes allow us to provide you with objective guidance and solutions that are tailored to you alone.
To provide our clients with best-in-class wealth management we use institutional money managers generally not available to the typical investor. Their insight, along with our relationship-based, consultative process provides the sophisticated advice and personalized attention investors require.
Principal, Wealth Advisor
President, Wealth Advisor
Human Resources/Client Service Associate
Client Service Associate