Integrated Wealth Strategies is a Registered Investment Adviser (RIA) firm that focuses on a holistic approach to financial well-being. The company's mission is to help clients make smart decisions about their money through a disciplined process that integrates various aspects of their financial lives, including investment management, retirement planning, estate planning, and risk management. They operate under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests.

Founded in

United States