Broker Check

Wealth Planning

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.

Tax Mitigation

Creating a strategy to mitigate the erosion affects taxes can have on your assets is one of the smartest decisions you can make. When you have a tax-liability strategy in place, you are essentially giving yourself a raise and putting more of your money to work for you.

Risk Management

Your wealth is a statement to your successes, values, and ethics; it has worked hard for you and should continuing doing so. By preparing for the unexpected through risk management strategies that include life and long-term care insurance, you may be able to ensure that your wealth remains intact while providing for both your advanced healthcare needs and your family.

Estate Planning

Your estate consists of everything you own: your car, home, other real estate, checking and savings accounts, investments, life insurance, furniture, personal possessions, and so on. Without a plan, you will not be able to control how these things are distributed to loved ones or organizations after you pass. 

Business Succession

Creating a business succession plan involves making a series of decisions, both logistical and financial, about who will run your business in the event of your retirement, death, or disability. This process begins with the identification of the ideal successor and the most advantageous selling arrangement.

Asset Protection

Asset protection is the process of creating strategies to guard one's wealth against creditors' and their access to certain valuable assets.

Legacy Planning

You worked hard for your wealth during your life and you want it to serve others after you pass. Creating a detailed legacy plan can help your family thrive because of both your wealth and your values. Family financial literacy teaches your heirs to preserve your wealth and values for multiple generations positively impacting your family and the causes you are passionate about. 

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