A complete list of active advisors currently associated with Integral Wealth Management

Warmer can help you find a great advisor at Integral Wealth Management or one who fits your needs even better.

Integral Wealth Management is a SEC‑registered advisory firm that serves individuals (including high‑net‑worth clients), charitable organizations, and employer retirement plans, overseeing roughly $673.9 million in regulatory assets and about 444 client relationships. The firm provides discretionary investment management, standalone financial planning, and retirement plan consulting. Portfolios are constructed with a customized, asset‑allocation driven, top‑down approach that emphasizes preservation of capital and after‑tax total return, with a tactical slant toward sectors showing long‑term growth and disciplined rebalancing. Investment decisions incorporate fundamental and technical research and, for managed accounts, consideration of a client’s tax situation and suitability profile. The brochure lists options contracts and discusses derivatives‑related risks and also references margin interest rates in its custodian selection criteria, indicating the firm may employ derivatives and borrowing in certain separately managed accounts—practices that are less common among peers. The firm also offers exposure to digital assets and interval funds, and discloses that a firm principal serves as a municipal treasurer and that the firm acts as trustee for some client accounts, arrangements the brochure identifies and addresses as potential conflicts.

To learn more about the advisors currently working at Integral Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.