Conneaut, OH Office
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Integrated Planning & Wealth Management, LLC
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About
Integrated Planning & Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and small businesses, with a particular emphasis on optometric practice owners. The firm provides discretionary investment management, financial planning, business consulting for practice owners, and pension consulting.
Its investment process centers on diversified, risk‑based portfolios using no‑load mutual funds, ETFs, individual securities, municipal bonds, REITs, and limited partnerships, and it applies fundamental analysis and modern portfolio theory. Adviser typically manages accounts on a discretionary basis and may recommend third‑party sub‑advisers for portions of client portfolios while financial planning recommendations are implemented at the client’s discretion.
Noteworthy aspects include a stated specialization in optometric practice owners (generally targeting practices with trailing 12‑month revenue near $850,000) and the provision of practice‑level consulting such as valuations and transition assistance. The firm’s management operates an affiliated media company that produces optometry‑focused educational content, including a financial‑literacy podcast hosted on the firm’s website, and the brochure discloses the use of endorsements in its advertising — a practice that is uncommon among similar team firms.
Expertise
Occupation focus
Location
Conneaut OH
Advisors at this office
1
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