A complete list of active advisors currently associated with Integrated Wealth Management, Inc.

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

Integrated Wealth Management, Inc. provides ongoing portfolio management and financial planning to individuals (including high-net-worth clients), pension and profit-sharing plans, and corporate/business entities. The firm documents client objectives in an Investment Policy Statement and offers both discretionary and non-discretionary management focused on mutual funds, equities, fixed income, ETFs (including precious-metal ETFs), Treasury inflation-protected bonds, and selected non‑U.S. securities. The firm combines multiple analytical methods — including charting, cyclical, fundamental, quantitative, technical analysis and modern portfolio theory — and generally pursues a long‑term trading approach while using model portfolios developed with a third‑party provider (AE Wealth Management). Accounts are monitored on an ongoing basis, reviewed at least quarterly by a firm reviewer, and the firm seeks best execution while requiring custody with Fidelity Brokerage Services LLC and SEI. Noteworthy distinctions in the brochure include the firm’s provision of educational seminars or workshops, an offering that is less common among comparable team firms. The brochure also discloses that several supervised persons are licensed insurance agents and that firm personnel have affiliated insurance businesses; the firm identifies and manages these as potential conflicts through disclosure and periodic review.

To learn more about the advisors currently working at Integrated Wealth Management, Inc., 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.