Integrated Wealth Management is an organization that provides comprehensive financial services to successful business owners, 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 quality service, expanded design and planning abilities, with well analyzed advanced product solutions. In addition, we have access to a team of in-house professionals; CPAs, Estate Tax Attorneys, and Investment Specialists that can offer unique design ideas applicable to today's ever changing tax environment. These specialists keep us up-to-date on all the current tax, retirement, investment and business issues that are essential in allowing us to assist our clients in making informed decisions.