Are you looking for more than just an investment salesperson? Integrated Wealth Management is an independent boutique firm providing comprehensive wealth planning and management. Our processes and professional services are centered on guiding you to the achievement of your Life Goals(TM). We combine our processes with 100% independent Fiduciary Portfolio Management focused on asset protection and prudent growth, and our competitive fees are aligned with your best interests. We solve meaningful problems for clients so they can live worry-free.