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Integrated Wealth Consultants, Inc
Information by Research TrustFinance
Founded in 2014 and based in Santa Barbara, California, Integrated Wealth Consultants, Inc. is an independent Registered Investment Advisor (RIA). The firm operates on a fee-only basis, committing to a fiduciary standard to act in the best interests of its clients. Its mission is to provide objective, personalized financial guidance through comprehensive financial planning and tailored investment management strategies, helping clients achieve their long-term financial goals.
United States
Industry
Financial