Frequently Asked Questions
What type of clients does Integrated Wealth Management work with?
We primarily serve lower middle market business owners, surgeon-physicians, and high-net-worth families who want to align their wealth, taxes, estate plan, and business strategies. Many of our clients come to us during periods of transition — preparing for a business exit, managing liquidity after a sale, or simply the desire to ensure complex family assets are protected against all forms of financial predators.
What makes Integrated Wealth Management different from other advisory firms?
We take a comprehensive, coordinated approach that most advisors can’t match. Acting as your "Personal" CFO, we integrate your tax, estate, insurance, and investment strategies into one cohesive plan — ensuring every decision works together toward your current and long-term goals.
How does your firm get paid?
We believe in transparency. Our compensation depends on the services you use.
For investment management, we charge an asset-based advisory fee.
For financial and estate planning, we may charge a flat or project-based fee.
Insurance or business succession work may involve commission-based products when appropriate.
We’ll always disclose costs before you move forward — no surprises.
I already have a CPA and an attorney. Why do I need your firm?
We don’t replace your existing advisors — we coordinate them. We improve and extend their role. We ensure your tax, legal, and investment professionals are aligned and moving in the same direction. Most clients find this integration creates efficiency, reduces missed opportunities, and eliminates costly gaps in planning.
Do you help with business exit planning?
Yes. Business exit and succession planning is one of our core specialties. Whether you plan to sell to management, transition to family, or prepare for a third-party sale, we design strategies that maximize value, minimize taxes, both income and estate, and protect your legacy before and after the transaction.
Can you help with estate and legacy planning?
Absolutely. We create custom estate strategies that help protect your wealth, minimize estate taxes, and ensure smooth generational transitions. Our team has decades of experience coordinating with attorneys and trustees to ensure every detail aligns with your goals.
What’s the first step in working with you?
It starts with a 15-minute introductory call to discuss your goals and determine fit. From there, we’ll outline a clear process and timeline so you know exactly what to expect. There’s no cost or commitment to start the conversation.
Where are your offices located?
We serve clients nationwide, with offices in Red Bank, New Jersey and Naples, Florida. Many of our clients also meet with us virtually or at their ofiice.
How often do you meet with clients?
We typically meet with clients at least twice per year, or more frequently depending on complexity. Our planning process includes ongoing monitoring and regular strategy reviews to adapt to market or life changes.
How can I schedule a meeting?
You can schedule a call directly through our website using our online booking tool or contact form. You’ll choose a convenient time to speak with Gary or a member of our advisory team.