Who We Serve

Integrated Wealth Strategies serves pre and post retirees who are now looking for objective independent advice to help guide them during their retirement years. In addition, we enjoy working with self employed individuals who need to create there own retirement plan without the help of employer sponsored plans.

We offer that alternative.  Given the dynamic and complex nature of the financial services industry, we use our contacts and relationships to assist our clients in navigating the myriad of products and services available in today's marketplace.

Be it investment advisory services, income distribution planning services, realestate services,  insurance or estate planning,  our team will work with outside advisors to insure you receive consistent, stable advice in working towards your goals and objectives at a reasonable cost.