Our Firm Story

At Integrated Wealth Strategies, Inc, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing customized strategies.

We are an integrated team of independent highly skilled professionals that will work together in order to  develop a clear and understandable wealth accumulation and protection strategy.

To directly align our interests with that of our clients, we are fee-based not commission-based.  

Integrated Weath Strategies is focused on devoting more time to our clients and offering individually tailored financial solutions with superior execution. 

Our name "Integrated Wealth Strategies"  is a term referring to our collaborative approach in providing objective advice using a wide range of professional disciplines.