Helping our clients achieve their financial goals is our first priority. As a full service firm, we understand the importance of taking a holistic view of your financial needs and goals. We have a broad investment platform and our advisors work, as your partner, to create a plan and strategy that works best for you.


Personal:

 

We will work with you to create a custom financial plan and strategy that help you lead the life you want. Using your plan as a guide your advisor will invest and manage your assets throughout life’s transitions. [Contact]

• Financial Planning
• Retirement Planning
• IRAs/401(k)
• Retirement Income Distribution Strategies
• Estate Planning Services
• College Savings Programs
• Life and Long Term Care Insurance
• Tax Planning
• Fiduciary Services
• Portfolio Design and Implementation
• Portfolio Monitoring & Reporting
• LGBT Planning

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Business and Retirement Plans:

 

As a business owner, you wear multiple hats including employer and employee. Let us help you to maximize your retirement plan benefits, while offering personalized service to your employees and helping them save for retirement. [Contact]

• 401(k) Plans
• Plan Design & Implementation
• 401(k) Plan Administration
• Employee Education and Participation Programs
• Profit Sharing and Safe-Harbor Plans
• Defined Benefit Plans
• Health, Dental and Vision Insurance
• ERISA and IRS Code (404)c Compliance
• Fiduciary Services
• Personal Client Service Representatives
• Asset Allocation Statements
• Ongoing Monitoring & Reporting

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Non-Profit Organizations and Foundations:

 

As a non-profit organization, you need a financial advisor that understands the many unique challenges that you face, and can provide solutions that allow you to focus on your mission. [Contact]

• Investment Policy Statements
• Retirement Plans
• 401(k) & 403(b)
• Asset Allocation Statements
• Ongoing Monitoring and Reporting
• Executive Compensation Plans

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Risk Management and Insurance Services:

 

Integrated Risk Management is a service provided by Integrated Wealth Management that assists individuals, businesses, and non-profits through the insurance and risk management process. Click Here to learn more about Integrated Risk Management. [Contact]

• Property and Casualty
• Life Insurance
• Disability Insurance
• Business
• Employee Benefits
• Health, Long Term Disability
• Worker’s Compensation

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Mortgage and Refinance Services:

 

Integrated Mortgage Solutions is a service provided by Integrated Wealth Management designed to provide mortgage and refinance services. Click Here to go to the Integrated Mortgage Solutions website. [Contact]

• Quick and Accurate Pre-Approvals
• Streamlined Application Process
• Quick Closing
• Up-to-Date on the Most Current Guidelines and Trends
• Wide Variety of Loan Options Available:
• FHA
• USDA
• Lease Land
• Home Path
• Conventional
• HARP

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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.