Integrated Wealth Solutions, LLC

Richard Wilkinson is a financial advisor at Integrated Wealth Solutions, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Terra Wealth, LLC, Cape Securities, Inc., and Primerica. Wilkinson is also an independent licensed insurance agent. Integrated Wealth Solutions serves individual and high-net-worth clients with discretionary portfolio management and financial planning, using both fundamental and technical analysis within a long-term trading framework. The firm offers tailored Investment Policy Statements, educational seminars, and one-on-one advisory services.

Jacob Kent is a financial advisor with Integrated Wealth Solutions, LLC in York, PA. He holds Series 63, Series 65, and Series 66 licenses and is part of a six-advisor team. Integrated Wealth Solutions serves individual and high-net-worth clients, providing discretionary portfolio management and financial planning. The firm uses a client-centered approach supported by Investment Policy Statements and applies fundamental and technical analysis with a long-term trading orientation.

Trent Heckman is a financial advisor at Integrated Wealth Solutions, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at CAPE Securities, Inc., Terra Wealth Management, LLC, and Primerica Advisors. Outside of advisory roles, he is the owner and president of TH Real Estate Management LLC, a small rental property business. Integrated Wealth Solutions serves individual and high-net-worth clients by providing discretionary portfolio management and financial planning. The firm emphasizes tailored Investment Policy Statements and combines fundamental and technical analysis within a long-term trading framework.

Christopher Albright is a financial advisor with Integrated Wealth Solutions, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at firms including Cape Securities, Inc., PFS Investments Inc., and Primerica Financial Services. Outside of finance, he serves as a wrestling coach in York, Pennsylvania. Integrated Wealth Solutions provides advisory services to individual and high-net-worth clients, offering discretionary portfolio management and financial planning. The firm uses a long-term trading framework with fundamental and technical analysis and supports clients through educational seminars and one-on-one advisory services.

Michael Hoyt is a financial advisor with Integrated Wealth Solutions, LLC in York, PA. He holds a Series 65 designation and has experience that includes positions at Gettysburg College and Gov. Thomas Johnson High School prior to joining Integrated Wealth Solutions. Integrated Wealth Solutions provides advisory services to individual and high-net-worth clients, offering discretionary portfolio management and financial planning. The firm customizes Investment Policy Statements for clients and employs both fundamental and technical analysis within a long-term trading framework.

Michelle Wilkinson is a financial advisor at Integrated Wealth Solutions, LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Terra Wealth, CAPE SECURITIES INC., Pfs Investments Inc., and Primerica Financial Services. Outside of her advisory role, she is involved in insurance sales and investment advisory services through TerraWealth Management. Integrated Wealth Solutions serves individual and high-net-worth clients, providing discretionary portfolio management and financial planning. The firm employs both fundamental and technical analysis within a long-term trading framework and offers educational seminars alongside personalized advisory services.

James Shaffer is a financial advisor with Integrated Wealth Solutions, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Primerica Advisors and Terra Wealth Management. Outside of advisory work, he serves as a project manager at Kinsley Construction Inc. and is involved in life insurance sales through the Financial Independence Group. Integrated Wealth Solutions provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, employing both fundamental and technical analysis within a long-term investment framework. The firm offers tailored investment policies and conducts regular account reviews, combining one-on-one advisory services with educational seminars.