Our Process
We pride ourselves in being able to provide each client with a highly customized experience and tailor made strategy. We feel people are unique and should demand this. We do not serve the agenda of a big box firm. Our priority is YOU.
Our decades of experience led us to understand financial decisions are best made with complete information and in a stress free environment.
Our History
We created Integrated Wealth Management with the goal of promoting a holistic approach to all areas of one's financial life. We consider ourselves a boutique firm, which means our clients get the personal advisory attention they deserve. No getting lost in a huge corporate building, no getting shuffled from advisor to advisor, no competing agendas with a big box firm.