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Brian M
CFP®, Series 65
Las Vegas, NV
Integrated Wealth Concepts LLC
Brian Matthews is a CFP® with four years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC. He previously worked at Steel Peak Wealth Management, LLC and The Investment Counsel Company. His background also includes roles at Walmart, Elite IT, Northwestern Mutual, and community service with The Church of Jesus Christ of Latter-Day Saints. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a primarily long-term, customized portfolio approach using mutual funds, ETFs, individual equities, and fixed income.
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