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

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

Integrated Wealth Management serves individual clients, families, and trusts — including high-net-worth households — offering discretionary portfolio management, integrated financial planning, and related advisory services. The firm reports managing roughly $62.6 million for a limited number of client households and provides ongoing account performance reporting and periodic reviews. The firm’s investment approach centers on diversified asset allocation across cash, fixed income, hybrid allocations, U.S. and international equities, and tactical category selection guided by an investor profile. Financial planning tools and a secure client portal are used to model cash flow and retirement scenarios, and portfolios are frequently managed at the portfolio level across multiple accounts to address tax and trading efficiency. A principal of the firm is separately licensed as an insurance producer and may implement insurance recommendations that generate customary commissions, a conflict of interest the brochure discloses and says is mitigated through disclosure and the firm’s code of ethics; the firm indicates these outside insurance activities occupy a minimal portion of the principal’s time. The firm also emphasizes a primary custodian relationship that provides institutional support and operates with a small client roster, which the brochure describes as enabling individualized, hands-on administration.

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