Camp Hill, PA Office
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Integrated Wealth Solutions, LLC
Team
Firm-wide stats for Integrated Wealth Solutions, LLC
About
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.
Based on Integrated Wealth Solutions, LLC
Expertise
Based on Integrated Wealth Solutions, LLC
Location
150 Corporate Center Drive, Suite 203
Camp Hill PA 17011
Advisors at this office
2
Advisors at this office
Trent H
Series 63, Series 65
Camp Hill, PA
Integrated Wealth Solutions, LLC
Trent Heckman is a financial advisor at Integrated Wealth Solutions, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Primerica and CAPE Securities. Outside of advising, he is the owner and president of a real estate management company. Integrated Wealth Solutions, LLC is an SEC-registered adviser providing discretionary asset management and financial planning to individuals, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm’s team manages about $114 million across roughly 300 clients, using fundamental and technical analysis with common investment vehicles, and offers educational seminars on general investment topics.
Jackson M
Series 65
Camp Hill, PA
Integrated Wealth Solutions, LLC
Jackson Mascari is a Series 65-licensed advisor with Integrated Wealth Solutions, LLC and has one year of industry experience. Prior to joining the firm, he held positions at S-Squared Surgical and Hershey Country Club. Integrated Wealth Solutions, LLC is an SEC-registered investment adviser serving individuals, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm manages approximately $114 million across 300 client relationships with a discretionary approach focused on fundamental and technical analysis, offering periodic portfolio reviews, public educational seminars, and fixed-fee planning engagements.
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