Services

Wealth management is more than just investment advice. Everyone has unique financial needs and at Integrated Wealth clients benefit from our complete and comprehensive approach to financial care. Rather than attempting to integrate the services of multiple wealth advisors, our approach accounts for all the aspects of your financial life and provides an all-encompassing strategy to care for your current and future needs. To ensure we are creating a strategy for your wealth that is truly comprehensive, we coordinate with expert legal, tax, insurance professionals, business advisors, and charitable organizations.

No two investors’ circumstances and objectives are alike, and that’s why we focus on developing outcomes uniquely designed for you. Building the right investment solution begins with a strong awareness of your financial goals and objectives, which we’ll learn during our discovery session. Then, we’ll establish an investment portfolio to confidently fund your lifestyle, savings goals, business plans, retirement, or other financial goals.

At Integrated Wealth, we utilize institutional money managers generally not available to investors. We collaborate with leading experts to better direct you and position your portfolio for success. Portfolio management is a dynamic process allowing us to create flexible strategies that adapt to changes in your life, the markets, and the economy.

We combine our personalized, relationships-first approach with a retirement product portfolio from leading financial service providers in order to help you provide competitive plan offerings to your employees. Whether you own a business, medical practice, or a large hospital, we can customize a retirement plan offering to fit your financial and benefits goals. We provide one-on-one, on-site, and experienced financial guidance to you and your employees on a regular basis. Why? Because we think it should be easy for both parties to achieve a clear plan for the future.

You have enough to manage as a business owner without the burden of designing and managing a retirement plan offering for your employees. Your employees have enough on their plates between work, family, and other obligations. We serve as the conduit to solving for the needs of both you and your employees.