Our new website is coming soon!

As Integrated Wealth Management celebrates 20 years of providing personalized financial advice, we thank our clients for their continued support and trust. Throughout this momentous year, we’re also excited to unveil a new brand look and website in the months to come. As we look forward to the future, we renew our pledge of trusted, thoughtful care, and invite you to discover your life, integrated.

Integrated Wealth Management – Empowering you to achieve your financial goals
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The information on this website is provided as information only and should not be considered investment, tax or legal advice or a recommendation to buy or sell any type of investments. Form ADV contains important information about the advisory services, fees, business, and background and the experience of advisory personnel. This form is publicly available and may be viewed at http://www.adviserinfo.sec.gov or by contacting John Wong at 866-888-6563 or john@iwmgmt.com. For additional important disclosures please visit our Disclosure Page here.