Founded in 1996 and based in Minneapolis, Integrated Wealth Management Inc. is an independent advisory firm dedicated to providing objective financial planning and investment management. As a fiduciary, the company is legally and ethically bound to act in its clients' best interests. Their services encompass retirement planning, investment management, estate planning, risk management, and tax strategies, all delivered through a collaborative, long-term partnership approach to help clients achieve their financial goals.

Founded in

United States