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.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
How Income Taxes Work
A quick look at how federal income taxes work.
There are ways to improve your physical fitness without denting your fiscal fitness.
How long does a $20 bill last?
Understanding how capital gains are taxed may help you refine your investment strategies.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Bonds may outperform stocks one year only to have stocks rebound the next.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess how many days you'll work to pay your federal tax liability.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Do you have causes that you want to support with donations? Here are three tips.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Investors seeking world investments can choose between global and international funds. What's the difference?
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.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
Have you explored all of your choices when it comes to managing your taxable income?