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About Us

We are an organization that provides comprehensive financial services to successful business owners, physicians, corporate executives, and professionals. We have the expertise to coordinate the services now offered by traditional advisors for those people who have finances that are complex enough to require sophisticated financial strategies.

With our staff of dedicated professionals, we offer world quality service, expanded design and planning capabilities, with well analyzed, advanced product solutions. In addition, we have access to a national planning team through Lincoln Financial Advisors to include attorneys and investment specialists that can offer unique design ideas applicable to today’s ever-changing tax environment.

Integrated Wealth Management offers a planning process, unlike anything you’ve been exposed to previously. It’s called the Hub & Spoke Wealth Integration Process.