How we do it
Integrated Wealth Strategies can bring together a team of highly seasoned professionals with experience in investment management, estate planning, tax planning and realestate planning.
We begin by understanding your life circumstances and clearly identifying goals and objectives. We ask basic questions:
- Where are you now?
- Where do you want to go?
- What is your vision of your legacy?
Your answers guide us in assembling the proper team, investments, and legal & tax structures to work towards your goals and objectives. Our planning depends largely on what you ultimately want to do with your assets.
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing these key areas of financial planning:
Investment Planning
Income Distribution Planning
Retirement Planning
Tax Planning
Estate Planning
Insurance Planning
Realetate Planning