Integrated Wealth Concepts is an independent financial advisory firm registered as an Investment Adviser with the U.S. Securities and Exchange Commission (SEC). The firm specializes in creating personalized financial plans that encompass investment management, retirement planning, estate planning, and risk management. Their stated mission is to help clients build, manage, and preserve their wealth through a client-centric, process-driven approach, acting as fiduciaries to ensure clients' best interests are prioritized. The firm is affiliated with Commonwealth Financial Network, one of the largest privately held Registered Investment Adviser–independent broker/dealers in the U.S.

Founded in

United States