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.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, infiltrating the world of bonds.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
For some, the social impact of investing is just as important as the return, perhaps more important.
Simple steps may help you foil hackers and protect your privacy.
The item most homeowners forget on their home improvement project checklist is insurance.
Understanding how capital gains are taxed may help you refine your investment strategies.
Life insurance proceeds are generally tax-free. But not in all cases.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator will help determine whether you should invest funds or pay down debt.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
Smart investors take the time to separate emotion from fact.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Do you have causes that you want to support with donations? Here are three tips.
There are things you can do to keep yourself safe when you lose your wallet.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.