Integrated Wealth Partners

At Integrated Wealth Partners, we are committed to helping individuals and families achieve greater financial confidence and pursue their goals with clarity and purpose. Our approach is built on the principles of trust, transparency, and education, and we are dedicated to providing personalized financial guidance that puts our clients' interests first.

Our Services

We offer a wide range of services designed to help our clients achieve financial success. Our fiduciary-focused approach means that we act in our clients' best interests, providing unbiased advice and guidance that is tailored to their unique needs and goals. Our services include:

• Fee-based planning, which allows us to work closely with our clients to develop personalized financial plans that are designed to help them achieve their goals
• Investment management, which is built on our evidence-based investment philosophy that is grounded in decades of peer-reviewed research
• Holistic financial planning, which takes into account all aspects of our clients' financial lives, including taxes, insurance, legal documents, investments, income sources, businesses/real estate ownership, and charitable giving
• Educational resources, which are designed to empower our clients with the knowledge and tools they need to make informed decisions about their financial futures

Our Approach

Our approach is fundamentally different from that of other financial advisors. We are an independent wealth management firm, which means that we are not tied to any specific financial company or investment strategy. We make all of our recommendations based solely on how they will best serve our clients' short-term and long-term goals. We believe in transparency, which is why we fully disclose all costs and fees up front. We also believe in education, which is why we work closely with our clients to ensure that they have a deep understanding of their financial plans and the strategies we recommend.

Our Story

Integrated Wealth Partners was founded on a vision to change the way financial advice is given and received. We believe that everyone deserves access to personalized financial guidance, and we are committed to providing that guidance in a way that is transparent, educational, and focused on our clients' best interests.