The professionals at Integrated Wealth Management recognize their responsibility to create value for their clients. That’s why we take a team approach to your wealth management strategy that is always client centered. From our Wealth Management Advisors to our Client Services Administration, we understand that our commitment to you means everything from answering phone calls promptly to regular reviews of your plan. Clients come first, that is our promise. We help our clients make smart financial decisions in an environment of uncompromising integrity, helping them “Live a Life Well Spent”.
 
Our comprehensive services include Investment Management and Planning, Estate Planning, Retirement Planning, Education Planning, Business Planning, and Insurance Planning.
 
 
Integrated Wealth Management is a proud member of Fusion Advisor Network, a consortium of independent financial professionals.
 
 
 
WHAT YOU CAN EXPECT FROM A RELATIONSHIP WITH INTEGRATED WEALTH MANAGEMENT GROUP
(Please click on any of the links below to learn more) 

 

 

         Our Services           Our Relationship      Client Bill of Rights    

 

         Our Meetings          Partnership               Independence  

 

 

 
Calculators

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

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Newsletters

Is Your Business Ready for a Structure Change

Periodically, business owners may want to reconsider whether their current business structure is meeting the needs of their companies. For business owners seeking to expand their operations and reduce their exposure to risk, a popular entity has been the limited liability company. This article describes some additional benefits associated with LLCs.

HOT TOPIC: Breaking Down the Debt-Ceiling Compromise

The Budget Control Act of 2011 raised the federal debt ceiling, mandated modest but significant caps on discretionary spending over the next ten years, and left the details of larger deficit reduction to a 12 member, bipartisan “super committee.” The main provisions of the law include the assumption that higher tax rates will return in 2013.

Bring Your Life Insurance Home From Work

Only 44% of American households have individual life insurance, a 50-year low. Many workers have life insurance as an employee benefit, however relying on a group policy could mean that coverage ends should a worker's job situation change. This article examines the benefits of term individual insurance and permanent life insurance.

ETFs for the Conservative Investor

The number of exchange-traded funds has grown rapidly in the last decade. Total ETF assets exceeded $1 trillion in March 2011, an increase of more than $200 million over the previous year. This article explains the potential benefits of ETFs and why some of them might appeal to the risk-averse.

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