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

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

Integrated Wealth Strategies provides holistic financial planning and discretionary investment management to high‑net‑worth individuals, families, trusts, pension and profit‑sharing plans, and business clients. In addition to portfolio management, the firm offers financial planning and consulting, coordinates with outside professionals, and can recommend third‑party money managers. The firm documents client goals in an Investment Policy Statement and implements portfolios using asset allocation guided by modern portfolio theory alongside fundamental, technical, and cyclical analysis; it also recommends outside managers’ algorithmic “core” model portfolios made up of mutual funds and ETFs. Accounts are typically managed on a discretionary basis, monitored for drift, and reviewed in person, by phone, or in writing at least annually or more frequently as conditions change. Distinctive features include principals’ outside business activities: a managing member operates a CPA practice and is part owner of an insurance agency, and the firm’s advisers are licensed insurance agents; those affiliations can result in separate commissions or fees for insurance and tax services and are disclosed as potential conflicts. The firm manages about $151.7 million across roughly 248 client relationships with two advisors, accepts accounts without a stated minimum, and generally leaves proxy voting to clients rather than voting securities on their behalf.

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