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Jason L
Redlands, CA
Integrated Wealth Concepts LLC
Jason Lewis is a financial advisor at Integrated Wealth Concepts LLC with one year of industry experience. He has also been affiliated with Soren McAdam LLP since 2009. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios with a combination of mutual funds, ETFs, equities, and fixed income.
Alexis H
Redlands, CA
Integrated Wealth Concepts LLC
Alexis Hundley is a financial advisor at Integrated Wealth Concepts LLC with one year of industry experience. Prior to joining Integrated, Alexis has worked at Soren McAdam LLP since 2005. Integrated Wealth Concepts 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, utilizing customized portfolios primarily composed of mutual funds, ETFs, equities, and fixed income with a long-term investment approach.
Katherine V
Redlands, CA
Integrated Wealth Concepts LLC
Katherine Vander Veen is a financial advisor with Integrated Wealth Concepts LLC in Redlands, CA. She has been with Integrated Wealth Concepts since 2026. Prior to this, she has worked at Soren McAdam, LLP since 2009. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a large network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, using a combination of internally managed and third-party asset strategies.
Charlie L
Redlands, CA
Integrated Wealth Concepts LLC
Charlie Lowenberg is a financial advisor at Integrated Wealth Concepts LLC with one year of experience. He has worked at Soren McAdam LLP since 2002. Integrated Wealth Concepts 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 services, and retirement plan advisory, using customized portfolios with mutual funds, ETFs, equities, and fixed income, and employs a primarily long-term investment approach.
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