Broker Check
Gary K. Hager, CEO, CFP®,CTFA®, CBEC®

Gary K. Hager, CEO, CFP®,CTFA®, CBEC®

Founder and President

Gary is the President and Founder of Integrated Wealth Management, a firm that provides comprehensive financial planning, asset management programs, investment planning and insurance. Gary is an innovative force in the financial planning field.  For over two decades, he has taken a progressive approach in serving physicians, affluent business owners, families and individuals. As an outgrowth of Mr. Hager’s emphasis on holistic planning, he has developed a system for investment success called the Hub and Spoke™ Wealth Integration model.

“Sometimes I spend my nights hoping I can help clients see what’s missing.”
— Gary Hager

The Hub and Spoke™ Wealth Integration model uses a carefully prepared Investment Policy Statement (IPS) coupled with an allocation to alternative investment platforms (if suitable). Completing the process is the implementation of an aggregation reporting system which is used by the client to view their entire financial picture at one time and in one place from anywhere they may be.

Gary serves as a resource to radio, television and print media. He has appeared on CNBC, MSNBC, NBC Nightly News, Fox Business and News 12 NJ as a specialized financial resource. He has been quoted in CNN Money, Best Life, Worth, Newark Star-Ledger, Investors Business Daily, Dow Jones Newswire, US News and World Report, and Financial Planning Magazine. Gary has also authored numerous technical articles in the areas of estate, investment and retirement planning.

Gary lives in Florida and New Jersey with his family and enjoys many outdoor sports including golf, big game fishing, scuba diving and skiing.