Integrated Wealth Strategies

Overview

Integrated Wealth Strategies is organized as a limited liability company and is individually owned. The firm provides financial planning and portfolio management services aimed at individuals and small businesses, and it also conducts educational seminars and workshops. Its client billing mixes asset-based fees and fixed-fee engagements. Public records do not include a year of SEC registration, and the firm is recorded as an unclassified adviser. Integrated Wealth Strategies is not identified as a multi-state adviser, is not flagged as an active ESG investor, and is not characterized as a capital allocator, pension consultant, or related adviser. The firm is not described as newly formed.

Location & Offices