Integrated Wealth Management

Introduction: Integrated Wealth Management focuses on the needs of families in and around the Willow Glen community. Our financial matters are personal and affect every aspect of our lives. Our relationship with our financial advisor should be personal as well. At Integrated Wealth, we appreciate the trust that our clients place with us and strive to surpass their expectations through superior advice, investment strategies, constant monitoring of portfolios, cutting-edge technology and customer service. Individuals and families accumulate and disperse assets over their lifetime in different ways. This involves taxes, investment decisions and lifestyle considerations. We, at Integrated Wealth Management, help people create a financial plan that balances all these elements, while placing special emphasis on maintaining current lifestyle and working towards lifetime goals. Financial planning is an ongoing process, not a onetime event. The financial products you use to implement your plan should be selected carefully and continuously monitored. We, at Integrated Wealth, strive to keep abreast of the latest industry trends and standards, educate ourselves regarding ever-changing laws and regulations and continually familiarize ourselves with new investment options and products. We are registered to handle the investment products you may need, and we take great pride in providing efficient, courteous and knowledgeable service to our clients.