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We Help Families Achieve Financial Freedom and Build a Lasting Legacy

Welcome to

Integrated Wealth Management

At Integrated Wealth Management, we provide a boutique family office experience by offering  solutions tailored to each client’s unique goals, values, and stage of life.

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Our holistic approach goes far beyond investment management. We thoughtfully integrate asset protection, tax planning, estate strategies, philanthropic goals, and family governance into one cohesive plan. This is made possible through close collaboration with our trusted network of CPAs and estate attorneys, ensuring that your financial, tax, and legal strategies are fully aligned. Every detail is designed to simplify your financial life and provide greater clarity and confidence in your future.

At Integrated Wealth Management, we serve a broad range of clients, but we specialize in helping entrepreneurs and tech professionals.

Entrepreneurs

Entrepreneurs encounter distinct challenges, including irregular income, business liquidity, tax complexities, and exit strategies. Without proper planning, these issues can create financial uncertainty and missed opportunities. At IWM, our family office approach provides tailored solutions to help you navigate and overcome these obstacles, ensuring long-term financial success.

Tech Professionals

Tech professionals face unique challenges, including managing equity compensation, navigating stock options, handling volatile career paths, and optimizing high-income tax strategies. At IWM, our family office approach provides tailored solutions to help you maximize wealth, reduce tax burdens, and working towards financial independence.

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Download the "Ultimate Guide to Maximizing Your Equity" for  free

A 19-page guide that helps you understand your equity compensation and can aid you into making smarter financial decisions. Includes 3 life scenario examples!

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813-314-2288

info@myiwm.com

1811 North Belcher Road, Suite #i3, Clearwater FL 33765

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Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and Integrated Wealth Management are not affiliated. Registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply any level of skill or training. IFP may only transact business or render personalized investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Please refer to IFP Advisors LLC ADV Part 2 for additional information and risks.

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