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You Don’t Need Another Advisor...
You Need a Personal Financial Officer.

For business owners and affluent families with complex financial lives, we serve as the strategic quarterback — coordinating estate planning, business succession, investments, income tax planning, risk management, and business decisions into one integrated plan.

We act as your Personal CFO — aligning tax, legal, investment, and succession strategies so decisions are made with clarity, confidence, and intent.

What We Do:

Coordinated Planning for Complex Wealth

We challenge you to consider whether true planning is a project or a process. Things Change. People Change. The World has Changed.

Exit & Succession Planning

Maximize business value, minimize taxes, and prepare for a successful transition — whether selling to insiders, family, or outside buyers.

Estate & Asset Protection Planning

Structure your wealth to preserve your legacy, reduce estate taxes, and protect assets across generations — especially during high-risk transitions.

Advanced Retirement Plans & Executive Benefits

From cash balance plans to non-qualified deferred comp and carve-out disability, we help owners and leadership teams retain top talent and reduce taxes.

Private Asset Management

Our investment philosophy is strategic, tax-aware, and fully integrated with your estate and business planning. We help business owners transition from private enterprise to personal wealth with continuity and control — not disjointed, one-off advice.


No silos. No sales pitches. Just coordinated, seasoned advice for what comes next


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Who We Help:
Built For Business Owners Who Are Looking Ahead

We work with successful business owners who are preparing to exit in the next 3, 5, or 10 years — and want to do it right. Whether you're planning to sell to insiders, management, private equity, or family, we help you extract maximum value while preserving your legacy.

We’re also the long-term partner for entrepreneurs navigating:

  • Poorly structured or outdated buy-sell agreements

  • Unfunded succession plans

  • Family ownership transitions

  • Tax and legal complexity

  • Asset protection gaps

  • Legacy and charitable goals

Business Owners

Business Owners

Considering an exit in the next 3-10 years?

We help you unlock value, minimize taxes, and coordinate your legacy — with strategies tailored for insider sales, outside buyers, or family transitions.

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Families & Individuals

Families & Individuals

Your goals deserve more than basic advice.

We design integrated plans that grow, protect, and transfer wealth — with special attention to tax efficiency, education planning, and legacy goals.

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Retiree / Pre-Retirees

Retiree / Pre-Retirees

Looking for a secure retirement with clarity and control?

Our planning coordinates cash flow, estate strategy, tax planning, and long-term care concerns — so you can focus on what matters most.

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How We Work Integrated Planning. Coordinated Results.


Complex lives require unified advice. Most business owners work with multiple advisors — but still feel like they’re flying blind. That’s where we come in.

At Integrated Wealth Management, we serve as your "planning quarterback" — bringing legal, tax, investment, succession, and legacy decisions into one strategic conversation. We use proprietary modeling tools to map your financial future, test decisions before you make them, and coordinate implementation across all stakeholders — from attorneys to CPAs to key family members.

No more silos. No conflicting advice.

Just coordinated strategy — built around your business, your legacy, your life.



Business Exit Planning

Prepare for the single most important financial transaction of your life. We help you maximize value, minimize taxes, and ensure a smooth transition.

Explore Your Exit Options


Financial Planning

A comprehensive plan that covers every stage of life, designed to keep you financially confident no matter what the future holds.

Start Your Plan

Sophisticated portfolio construction and risk management strategies designed for preservation and growth in any market.

Asset Management Programs

Sophisticated portfolio construction and risk management strategies designed for preservation and growth in any market.

See How We Invest


Insurance Strategies

From life and disability to advanced risk mitigation, we ensure the right coverage is in place — without overpaying.

Protect Your Future


Estate Planning

Protect what you’ve built, provide for your loved ones, and create a legacy that lasts for generations.

Let's Plan Your Legacy

About UsLearn Our Story

Integrated Wealth Management serves successful business owners, physicians, corporate executives, and accomplished professionals whose financial lives require more than off-the-shelf advice.

For over 35 years, we’ve brought together the expertise of multiple disciplines—investment management, estate and trust planning, risk mitigation, and business transition strategies—into a single, coordinated process. Our in-house team, alongside a national network of attorneys, tax specialists, and investment strategists through Osaic Wealth, delivers sophisticated, forward-thinking solutions tailored to today’s complex tax and regulatory environment.

We don’t just manage wealth. We orchestrate every component of your financial life so each decision works in harmony with the next—helping protect, grow, and transition your wealth with clarity and confidence.

Prior Event

Prior Event

The Most Important Business Event of the Year
September 25, 2025 | Ferrari of Central New Jersey
1816 US-1, Edison, NJ 08817 | 6:00 – 8:00 PM

We’re on the brink of the largest transfer of business ownership in history. Over the next decade, up to 80% of American businesses will change hands as baby boomer owners exit or pass away. Yet only 20% will ever sell—and many will sell for far less than their true market value due to inadequate exit planning.

Join Gary K. Hager, Ferrari of Central NJ, and The SCOPE™ Institute for an evening of insight, strategy, and connection.

  • Feature Presentation: M&A: The Documentary – a powerful look at the systemic challenges facing business owners.

  • Expert Panel Discussion: National thought leaders share actionable strategies for maximizing your business’ value and ensuring a successful transition.

  • Exclusive Networking: Connect with Central NJ’s ultra-affluent business community, industry leaders, and decision-makers.

Admission: Complimentary, invitation-only. Includes educational materials, resources, and direct access to experts.

RESOURCES

LEARN MORE ➜
Inflation and Your Portfolio

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.
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It May Be Time for a Financial Checkup

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.
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Perception vs. Reality

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.
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Should You Ever Retire?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Learn More

Contact UsWe Want to
Hear From You

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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