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.
When Do You Need a Will?
When do you need a will? The answer is easy: right now.
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.
Don't let procrastination keep you from pursuing your financial dreams and goals.
A change in your mindset during retirement may drive changes how you consider shaping your portfolio.
Ascertaining the value of your business is important for a variety of reasons.
There are things about Social Security that might surprise you.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Assess how many days you'll work in 2012 to pay federal tax liability.
This calculator helps estimate your federal estate tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares the financial impact of leasing versus buying an automobile.
Assess whether you are running “in the black” or “in the red” each month.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
There’s an alarming difference between perception and reality for current and future retirees.
Recent changes in estate tax laws could affect the strategy you have in place.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?