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About Integrated Wealth Strategies

Integrated Wealth Strategies, Inc. was founded on the belief that the interests of the client must always come first. Our goal is to provide our clients with the information and guidance necessary to make sound financial decisions. Integrated Wealth Strategies, Inc. provides a full range of financial services for those who want to help protect and work to increase their financial assets. Our investment process is designed to provide you with a profile of your current financial situation, as well as information about how we can help you work toward your financial goals. 

Before we make investment recommendations, we will need to fully understand your needs and goals. Together we evaluate and plan for long-term wealth. We provide our clients with investment advice and access to products from many of the nations leading investment companies. 

Our goal is to be your most trusted advisor as a result of the value we provide resulting from our professional knowledge, integrity and personalized service. Some of the dynamics you’ll experience in a relationship with us include:

  • portfolio structure designed for your needs
  • an exclusive, research-based, diversified, quality approach to investing
  • low institutional costs
  • asset allocation providing diversification
  • access to an excellent team of money managers
  • disciplined, continuous money manager monitoring
  • formal investment policy statement
  • excellent customized reporting package
  • ongoing unbiased wealth management advice

We would enjoy the opportunity to discuss with you how to work toward your financial dreams.

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