Welcome to Integrated Wealth Management
Our practice focuses on the individual needs of people living in and around the Willow Glen community.
We believe in investing strategically towards individual goals, not indexes. We focus on people, not stocks. We believe life goals and dreams are individual and every person’s situation is different.
We recognize choosing a Financial Advisor is a very personal decision. Take a look around the site and get a feel for who Integrated Wealth Management is and how our process works.
When you are comfortable enough to continue your evaluation in person, send us an email or give us a call. We look forward to getting to know you.
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
A letter of instructions provides additional and more personal information regarding your estate.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to compare the future value of investments with different tax consequences.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Have you explored all of your choices when it comes to managing your taxable income?
Are you ready for retirement? Here are five words you should consider.
What does your home really cost?
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.