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 serves individual and high-net-worth clients, delivering discretionary portfolio management and financial planning along with advice on mutual funds, ETFs, fixed income, annuities, REITs and other securities. The six-advisor team manages roughly $53 million across about 217 client relationships and documents each engagement with an Investment Policy Statement. The firm tailors programs through an initial client interview, documents risk tolerance and objectives in an IPS, and implements portfolios using fundamental and technical analysis with a long-term trading orientation and discretionary trading authority. Accounts receive quarterly reviews and custodian reporting; the brochure notes the firm requires clients to use Fidelity as custodian and that it does not aggregate block trades for multiple accounts. Distinctive elements disclosed in the brochure include the firm’s offering of educational seminars and workshops and the fact that some supervised persons are licensed insurance agents and registered representatives, activities the firm identifies and documents as potential conflicts of interest. The brochure also highlights recent firm changes (including added d/b/a names), written policies on soft-dollar benefits and a published Code of Ethics and conflict-disclosure practices.

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.