Founded by James T. Freeman, Jr., Integrated Wealth Management operates as a client-centric, independent advisory firm. Their stated mission is to serve as a "Family CFO," offering a holistic approach that integrates all aspects of a client's financial life, including investment management, retirement planning, estate planning, and tax strategies. The firm emphasizes its fiduciary responsibility, meaning it is legally and ethically bound to act in the best interests of its clients.

Founded in

United States