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.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Tax preparation may be the perfect time to give the household budget a check-up.
A few strategies that may help you prepare for the cost of higher education.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Estimate your monthly and annual income from various IRA types.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator will help determine whether you should invest funds or pay down debt.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Why are 401(k) plans, annuities, and IRAs so popular?
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
There are things you can do to keep yourself safe when you lose your wallet.
Smart investors take the time to separate emotion from fact.
Learn how to harness the power of compound interest for your investments.