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

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

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.

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