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.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Succeeding at Business Succession
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
Don't let procrastination keep you from pursuing your financial dreams and goals.
A look inside the U.S. government's statistics on household net worth.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
An inside look at how marginal income tax brackets work.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much income may be needed at retirement to maintain your standard of living.
This questionnaire will help determine your tolerance for investment risk.
Estimate how long your retirement savings may last using various monthly cash flow rates.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
It's easy to let your investments accumulate like the junk in a junk drawer. This may not be the best approach.
Understanding the cycle of investing may help you avoid easy pitfalls.
Here are five facts about Social Security that might surprise you.
Why are 401(k) plans, annuities, and IRAs so popular?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.