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, LLC is an SEC‑registered investment adviser that provides discretionary asset management and financial planning to a mix of individual clients, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm’s team of eight advisors manages approximately $114 million across roughly 300 client relationships and delivers ongoing portfolio management and tailored planning services. IWS develops investment programs based on each client’s goals, time horizon, and risk tolerance, using a combination of fundamental and technical analysis and common vehicles such as mutual funds and ETFs. Accounts are generally managed on a discretionary basis with periodic reviews (at least annually) that include consideration of rebalancing and tax‑loss harvesting opportunities. A distinctive element of the firm is its public seminars and workshops, offered without charge and focused on general investment education rather than individualized tax or investment advice — a practice that is relatively uncommon among peer team firms. Founded in 2024 and recently transitioned from state to SEC registration, the firm also offers fixed‑fee planning engagements that may be waived if clients implement recommendations through the firm.

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.

You can also browse Integrated Wealth Solutions, LLC's office locations.

Name	Location	Years of experience
Christopher Albright	York, PA	8
Trent Heckman	Camp Hill, PA	12
Michael Hoyt	York, PA	0
Jacob Kent	York, PA	2
Jackson Mascari	Camp Hill, PA	0
James Shaffer	York, PA	12
Michelle Wilkinson	York, PA	13
Richard Wilkinson	York, PA	14

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