INTEGRATED WEALTH MANAGEMENT, INC.
SEC RegisteredBELIEVE YOU CAN. KNOW YOU WILL.
About the firm
Integrated Wealth Management helps clients take control of their financial future with personalized strategies designed to protect and grow their money. The firm offers a three-step proprietary retirement planning process called the Believe You Can Gameplan™, designed to uncover clients' past, present, and future to provide clarity and confidence in retirement.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement planning services including income strategy, personalized investments, tax-efficient strategies, health care planning, and legacy planning.
Who they serve
Retirees and those planning for retirement, including those seeking more tax-efficient income plans.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 469 | $137M |
| High Net Worth Individuals | 52 | $116M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 5 | $736k |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
5 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
Data as of March 16, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. INTEGRATED WEALTH MANAGEMENT, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.