Our Mission
We empower individuals and families to make confident financial decisions that enrich their time, strengthen relationships, and create lasting memories.
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We believe your most valuable assets are not just found on a balance sheet—they’re the moments you share and the people you share them with. That’s why we focus on delivering guidance in a relaxed, educational, and collaborative environment.
Integrated Wealth Management has partnered with Independent Financial Partners (IFP) as our broker-dealer to access the technological, compliance, and operational support needed to serve our clients effectively.
IFP’s commitment to advisor independence allows us to prioritize your best interests while leveraging their extensive network of financial professionals and subject matter experts. As a Tampa-based broker-dealer and registered investment adviser, IFP provides an independent platform with cutting-edge technology designed to enhance client experiences.