Broker Check

Integrated Wealth Management

(408) 288-7886

At Integrated Wealth Management, we understand that your financial matters are personal and affect every aspect of your life.  You want to work with a financial advisor you can trust and with whom you can build a relationship. 

Our firm focuses on providing investment and planning services that are tailored to our client’s unique goals and objectives.  Our consultants are held to a Fiduciary Standard as LPL Investment Advisor Representatives and are proud to provide ongoing, objective and thoughtful advice with our client’s best interests at heart.

We appreciate the trust our clients have placed with us and strive to honor that trust.

By choosing to work with Integrated Wealth Management, you can be assured that your interests are aligned with ours – to grow and protect your assets.