Founded in 2005, Integrated Wealth Management is an independent, fee-only Registered Investment Adviser (RIA) firm based in San Diego, California. The company operates as a fiduciary, committed to providing objective and personalized financial advice. Their core services encompass holistic financial planning, investment management, retirement planning, estate planning, and tax strategies, all delivered through a collaborative team-based approach to help clients achieve their long-term financial goals.

Founded in

United States