1275 Lincoln Avenue
Suite 8
San Jose, CA 95125
(408) 288-7886

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Supporting Willow Glen Emerging Market Opportunities An Arm and a Leg When Do You Need a Will?

Welcome to Integrated Wealth Management

In our practice, we share a passion for empowering clients to live life confidently by delivering a level of service that's more individual and personal.

We believe in investing strategically towards individual goals, not indexes. We focus on people, not stocks. We believe life goals and dreams are unique 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. 

Helpful Content

Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Will You Pay the AMT?

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

Insuring Your Business Against Cyber Liability

Insuring Your Business Against Cyber Liability

44% of small businesses are victims of cyber attacks. Here’s how to protect yours.


The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Options When Your CD Matures

Knowing your options when a CD matures can help you make a sound investment decision.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Saving for College

This calculator can help you estimate how much you should be saving for college.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Suddenly Single: 3 Steps to Take Now

Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Should You Tap Retirement Savings to Fund College?

Three things to consider before dipping into retirement savings to pay for college.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

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