Your financial vision, achieved with clarity and confidence.
Who we are
IntegriGen Wealth Management is a comprehensive wealth management firm dedicated to empowering individuals and families to achieve financial clarity and abundance. We partner with clients as their trusted guides, offering a holistic approach to financial planning that honors their unique values and aspirations.
What sets us apart
Our team of experienced professionals is driven by two core principles:
- Client-centeredness: We prioritize understanding your individual goals, concerns, and aspirations to create a personalized financial roadmap.
- Panoramic perspective: We consider every facet of your financial life, from investments to estate planning to tax optimization, ensuring a seamless and holistic approach to wealth management.
Our services
We offer a comprehensive range of services designed to address every stage of your financial journey, including:
- Comprehensive Financial Planning
- Goal setting and financial planning
- Investment planning
- Retirement planning
- Tax planning and optimization
- Estate planning and risk management
- Value-added services
- Widow/Widower guidance
- Divorce planning assistance
- Elder care and aging life services
- Customized approaches
- Personalized financial planning for 401k plan participants
- Specialized guidance for Gen Z and Millennials
- Guidance for pre-retirees and retirees
Our team
Led by experienced founders Samantha Fraelich-Rohe and Brad Glickman, IntegriGen boasts a team of CERTIFIED FINANCIAL PLANNERs and financial professionals who are passionate about empowering clients and fostering strong client relationships.
Our philosophy
We believe financial planning should be accessible and understandable. We guide our clients through the process with clarity, transparency, and open communication, ensuring they feel empowered and informed at every step.
Ready to take control of your financial future?
Contact us today to schedule a complimentary consultation and discover how IntegriGen Wealth Management can support you on your journey to financial clarity and abundance.
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