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Learn about the difference between bulls and bears—markets, that is!
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Live Life By Design

At Integrated Wealth Strategies, we can help you structure the life you want to live and pursue what you want with your financial resources.

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What Clients Are Saying About Us

Discover what clients are saying about Integrated Wealth Strategies, Inc.

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What We Do
Guiding You On
Your Path To
Financial Confidence

We understand that each client is unique, and we strive to develop thoughtful solutions that are tailored to your individual goals and needs. By employing financial modeling and in-depth planning, we gain a comprehensive understanding of where you are currently and where you want to be in the future. We strive to be actively involved in your life to help you forge a path of financial freedom.

We believe in helping our clients live their lives with financial confidence. Integrated Wealth Strategies, Inc. was founded on the principle that the client’s interests must always come first. Our overarching goal is to provide you with the information and guidance necessary to make sound financial decisions, thereby inspiring and empowering them to pursue true wealth. With our guidance, you can stay on track with your financial goals and live your life with the assurance that your financial well-being is our top priority.

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Discovery

Embark on a journey to financial clarity with our comprehensive discovery process. We begin by understanding your unique financial goals, risk tolerance, and investment preferences. Our team takes the time to analyze your current financial situation, including assets, liabilities, and income streams, to create a complete picture of where you stand. This in-depth discovery helps us tailor our investment strategy to meet your specific needs.

Plan

With a clear understanding of your financial goals, we move to the planning phase. Maryann develops a customized investment plan designed to align with your objectives and risk tolerance. This plan outlines strategic asset allocation, investment choices, and timelines to pursue your financial milestones. We focus on building a diversified portfolio that seeks to maximize growth potential while managing risk.

Implement

Execution is key to turning your investment plan into reality. Our team takes a hands-on approach to implement the investment strategy, aiming for high-quality assets and making timely adjustments based on market conditions. We handle all aspects of investment management, (account transfers, annuity applications, evaluating insurance needs, and more) strivng to that your portfolio is efficiently constructed and aligned with your goals.

Monitor

Investment management is an ongoing process, and we’re committed to continuously monitoring and reviewing your portfolio. We regularly assess performance, track progress towards your goals, and make necessary adjustments to stay on course. Our proactive approach seeks to ensure that your investment strategy remains relevant and effective as market conditions and your personal circumstances evolve.

How We Help 
Navigating Through Life’s Seasons

Our team nurtures an unwavering loyalty to our clients and a steadfast commitment to our fiduciary duty. We are dedicated to putting your interests first, providing comprehensive financial strategies tailored to your unique needs and goals.

Financial Planning

Financial Planning

By taking an analytical approach, we integrate all aspects of your financial well-being into a cohesive plan to develop an attainable strategy that seeks to maximize your potential, mitigate risks, and uncover opportunities.

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Investment Management

Investment Management

By understanding your risk tolerance, financial objectives, and time horizon, we develop a personalized investment plan tailored to your needs.

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Risk Management

Risk Management

We assess your unique risks and design a comprehensive insurance protection plan tailored to your needs, offering expertise in life insurance, disability coverage, and more, aiming to ensure that you and your family have a safety net in place.

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Guidance Through Life Stages

Guidance Through Life Stages

We recognize the significance of individuals going through life transitions, and we seek to provide invaluable support and guidance during these transformative moments to aid in uplifting your financial confidence.

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Who We Help 
Building Strong Enduring Relationships

Our firm proudly serves a diverse range of clients, leveraging our extensive experience to focus on each client's unique financial picture and provide personalized financial solutions appropriate for their needs.

Affluent
Professionals

We provide affluent professionals with meticulous planning and strategic guidance, committed to achieve their unique financial aspirations.

Women

We are dedicated in providing tailored strategies and empowering women to pursue financial independence, so that they can aim to thrive throughout all of life’s stages.

Executives &
Managers

We help executives and those in management, by striving to optimize your financial strategies, manage complex compensation packages, and make informed decisions that align with your long-term goals.

Intergenerational
Families

We possess the expertise to navigate the complexities of wealth preservation and inheritance, seeking a smooth transition that upholds your legacy for future generations.

International
Individuals

We work with people as they transition to US citizenship by assisting cross-border financial complexities while employing tax strategies, managing investments, and seeking to ensure compliance with regulations in multiple jurisdictions.  The financial planning aspects of an individual’s nationality can have different effects.

Our Clients

5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.

Who We Are 
Maintaining A
Fiduciary Focus

Founded in 2009, Integrated Wealth Strategies is committed to empowering clients to live life by design, not by default, by helping them make informed financial decisions. Our approach is centered on understanding our clients' aspirations and crafting the necessary financial support and commitment to realize their vision, be it retirement planning, wealth building for future generations, or facilitating significant life changes. Guided by our core values of integrity, expertise, and exceptional client service, our team is dedicated to acting in our clients' best interests. 

By delivering a full range of financial services, we can help individuals and businesses seek to preserve and advance their financial assets. Through building relationships on integrity, professional knowledge and personalized service, our mission is to have a profound impact on the lives of our clients and the goals they strive to pursue.

Insights 
Explore Our Resource Library

Explore our comprehensive suite of resources today and take the first step towards striving to enhance your financial well-being. When you work with us, you can access valuable tools and insights that can help you purue your financial goals.

Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

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Contributing to an IRA?

Contributing to an IRA?

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Why Everyone Needs an Estate Strategy

Why Everyone Needs an Estate Strategy

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Contact Us 
How To Get Started

Schedule an appointment with our Maryann to start building a roadmap to pursue financial confidence and prosperity for you and your loved ones. Take the first step towards securing your future by booking a consultation today.

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