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 investment advisory and financial planning services to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and business entities. The firm offers ongoing portfolio management, creates written Investment Policy Statements tailored to client goals and risk tolerance, and delivers one‑time financial plans covering areas such as retirement, taxes, and college planning. The firm manages accounts on both a discretionary and non‑discretionary basis and uses a mix of analytical methods — including fundamental, quantitative, technical, and modern portfolio theory — with a long‑term trading orientation. IWM Inc. documents risk tolerance in each client’s Investment Policy Statement, conducts at least quarterly account reviews, and uses third‑party model portfolios developed by AE Wealth Management as part of its implementation framework. Compared with many peers, the brochure indicates the firm also conducts educational seminars or workshops for clients or prospective clients, an activity noted as less common among similar team firms. The firm discloses that several supervised persons are licensed insurance agents who may receive commissions for insurance product sales, and it requires use of specific custodians (Fidelity and SEI) while acknowledging receipt of research or services from custodians.

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.