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

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

Integrated Wealth Management Solutions provides customized financial planning and investment management to individual investors (including high-net-worth clients) and small businesses. Like many independent advisers, it offers both broad-based and modular financial planning and typically implements portfolio management on an asset-based fee basis. The firm’s investment process combines fundamental research with charting, technical and cyclical analysis and employs a mix of strategies — including active management, Core + Satellite constructions and concepts from Modern Portfolio Theory — across mutual funds, ETFs/ETNs, individual equities, fixed income, MLPs and REITs. Portfolios may be managed on a discretionary or nondiscretionary basis and are subject to periodic reviews and plan updates. Notable distinctions include its very small scale — a modest asset base for a limited number of client relationships — and the principal’s concurrent roles as a registered representative of Liberty Partners and a licensed insurance agent, which the firm discloses as potential conflicts when implementation involves brokerage or insurance products. The firm also recommends Interactive Brokers as its preferred custodian and participates in that custodian’s advisor-support program, and it does not vote client proxies on behalf of clients.

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