Integrated Wealth Strategies Inc.
on being selected as a 2010 San Diego 5-Star Wealth Manager!
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"Best in Client Satisfaction"
Integrated Wealth Strategies provides high-net-worth individuals, business owners and retirees a wide range of investment and wealth advisory services.
Our solutions are unbiased, tax-efficient, and highly customized. Our investment process is disciplined and focused on building high quality, well diversified portfolios.
We strive for the best customer service and are committed to protecting our clients assets. With more time devoted to our clients, we offer individually tailored financial solutions with superior implementation.
The FIVE STAR Wealth Manager list is created by Crescendo Business Services LLC. It includes less than of wealth managers in the