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.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
How to help determine life insurance needs to provide for your family after you pass away.
A change in your mindset during retirement may drive changes to your portfolio.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
In the face of divorce, making changes to insurance coverage may be overlooked.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
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
A presentation about managing money: using it, saving it, and even getting credit.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
Understanding the cycle of investing may help you avoid easy pitfalls.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.