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.

Name	Location	Years of experience
Gary Garland	Manalapan, NJ	11

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support