Helping Entrepreneurs Achieve Financial Independence and Create their Legacy
Financial Planning designed specifically for entrepreneurs who have built their business and want to exit on their terms
We help answer critical questions like:
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How can I diversify my wealth beyond my business?
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What’s the best way to minimize taxes on my business income and investments?
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How should I structure my business finances to maximize profitability and long-term wealth?
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What steps should I take to prepare for an exit or liquidity event?
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How do I create a financial plan that aligns with both my business and personal goals?
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What’s the best way to balance reinvesting in my business with building personal wealth?
At Integrated Wealth Management we specialize in helping entrepreneurs—those who have poured their time, talent, and resources into building something from the ground up. We provide financial strategies that align your business success with personal wealth, tax efficiency, and long-term freedom.
How we Help
As your financial compass, we simplify the journey and keep you on track to reach your goals. Our goal is to empower you to make confident decisions about your finances and your future. We’re here to help you:
✅ Create a wealth strategy that integrates business and personal finances.
✅ Optimize your tax strategy to retain more of what you earn.
✅ Plan for liquidity events, ensuring you prepared for your exit from your company.
✅ Structure your financial future, including estate planning, risk management, asset protection, and retirement strategies—paving the way to financial independence!
Our Ideal Entrepreneur
We work with ambitious entrepreneurs who:
✅ Want to outsource investment management, freeing up time to focus on growing their business and enjoying life.
✅ Have a significant portion of their wealth tied up in their business and need a strategy to diversify.
✅ Need guidance on cash flow management, business liquidity events, and long-term wealth building.
✅ Want to minimize taxes and strategically diversify their holdings
✅ Want to ensure their personal and business finances are aligned to achieve financial independence.
✅ Are planning for a business exit, acquisition, or succession and need a roadmap to protect and grow their wealth and family legacy.
Does this sound like you?
If this sounds like you, and you’re ready to stop spending your nights researching tax strategies, vesting schedules, and how to invest your hard-earned money, let’s chat. Schedule a free 15-20 minute strategy call to see if we’re the right fit for each other—no pressure, just a conversation
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To help ease your apprehension, once you schedule, we'll send you a brief outline of what to expect during our conversation.
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Download the "Ultimate Guide to Maximizing Your Equity" for free
A 19-page guide that helps you understand your equity compensation and can aid you into making smarter financial decisions. Includes 3 life scenario examples!