Integrated Wealth Solutions, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$9,250,000
Clients
14
Advisors
1
of 1 employees
About
Integrated Wealth Solutions is a small, state‑registered independent advisory firm that serves individuals, trusts, estates, charitable organizations, corporations, 401(k) plans and other business entities. The firm offers discretionary investment management, financial planning (including a retainer-based comprehensive planning service), and business-focused planning such as business planning and employee benefits optimization.
The firm constructs individually tailored portfolios guided by client objectives, using primarily passive, asset-allocation strategies implemented with mutual funds and ETFs and informed by fundamental analysis and modern portfolio theory. It may delegate portfolio management to sub‑advisors and uses third‑party back‑office and trading providers to support execution and reporting, with ongoing monitoring and quarterly performance reports to clients.
Distinctive features disclosed in the brochure include an affiliated law practice focused on estate and elder‑law services and the principal’s licensure to sell life and health insurance; the firm discloses referrals to the affiliated law office and potential insurance commissions as conflicts of interest that it manages under its fiduciary policies. The firm also offers no‑cost educational workshops to clients and serves corporate/business entities, both of which are less common among similarly sized independent advisers.
Client services
Expertise
Fee options
Comprehensive Financial Planning: $500 upfront plus $275/month paid monthly or quarterly in advance; Financial Planning fixed fees range from $1,500 to $15,000, negotiated case-by-case
$1 - $2,000,000: 1.25% annually $2,000,001 - $4,000,000: 1.00% annually $4,000,001+: 0.75% annually
Comprehensive Financial Planning ongoing fee of $275 per month, paid monthly or quarterly in advance
Main office
195 Route 9 South, Suite 204
Manalapan NJ 07726
Advisors at this office
1
Most active in
New Jersey
Also doing business as
Garland, Gary B · Integrated Wealth Solutions, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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