The Integrated is a boutique financial services firm that builds bespoke wealth strategies that use the interplay of capital, taxes, the law, and your goals to help maximize how much your money can do for you.
While other financial firms or professionals focus on picking winners, we structure strategies that help optimize your wealth. The Integrated is about pulling the pieces together to develop efficiencies, smarter strategies, and better long-term results that make the most of what you have and earn. So while you may think your needs are transactional, we think you’ll be interested in what we have to say, so why not find out?
Contact us today.
Our Philosophy
Our philosophy is simple. We get to know you in order to help you make the most suitable decisions possible. Our Wealth+ process is focused on developing a custom strategy to help optimize your wealth and minimize wealth erosion.
As a firm, our focus is to understand your goals and develop strategies to help reach them. We utilize our Wealth+ process to analyze your position, build custom strategies, and discuss our recommendations. Together, we implement the recommendations. From then on, we plan regular meetings with you to assess progress toward those goals and, when necessary, we work to make adjustments to your financial plan.
Because there are many factors that may change in your situation or the environment, it is of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate, and social security laws in order to provide you with the best financial advice for your particular situation. We also partner with dozens of professionals to make sure that when you need professional experience, we can helps you access it.
