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About Us

What We Do 
Financial Support
For Your Vision 

Integrated Wealth Strategies was founded in 2009 with a clear mission: to help our clients live life by design, not by default. We believe in empowering you to pursue what you want with your financial resources, making informed decisions every step of the way.

Our approach is centered on understanding what our clients aim to accomplish and envisioning what they want their life to look like. We then work closely with them to develop the financial support needed in seeking to realize their vision. Whether it's planning for retirement, building wealth for future generations, or making a significant life change, we're here to provide the guidance and expertise needed to navigate the financial landscape.

Our Mission 
Helping You
Live Life TheWay
You Want

At the heart of our team are the core values of integrity, expertise, and exceptional client service. These values guide our every interaction and decision, which is always seeking to act in our clients' best interest. Our team of financial advisors and support staff are committed to delivering the highest level of service, combining their deep industry knowledge with a genuine understanding of our clients' individual needs and aspirations.

At Integrated Wealth Strategies, we're more than just a financial advisory firm – we're a partner in your financial journey, dedicated to helping you create the life you desire and deserve.

Our Approach
A Look Into Our Investment Management Process

We start with in-depth financial planning to understand where each client is and where they are going, assessing risk tolerance, investment goals, risk management concerns and estate planning along the way. Our process is designed to be as nurturing and empowering as possible. We are committed to walking this journey with you, every step of the way, helping you create the life you are meant to lead.  Affirmed by the support of LPL Financial, we strive to deliver independent advice that's always focused on your goals.

Step One:
Understanding Your Personal & Financial Circumstances

We start by getting to know you – your values, your dreams, and your current financial situation. This foundational step allows us to see the full picture and understand what truly matters to you.

Step Two:
Identifying & Selecting Goals


Next, we help you identify and prioritize your financial goals. Whether it's saving for retirement, buying a home, or funding your children's education, we work with you to select goals that align with your values and aspirations.

Step Three:
Analyzing Your Current Course Of Action

We then analyze your current financial strategies to determine if they are aligned with your goals. This step helps us identify any gaps or areas that need adjustment.

Step Four:
Developing
The Plan


Based on our analysis, we develop a comprehensive financial plan tailored to your unique circumstances and goals. This plan serves as a roadmap to guide you towards your desired future.

Step Five:
Presenting
The Plan


We present the plan to you in a clear and understandable manner, ensuring that you are comfortable and confident with the proposed strategies. We take the time to address any questions or concerns you may have.

Step Six:
Implementing
The Plan


With your approval, we move forward with implementing the plan. This involves putting the recommended strategies into action and making any necessary adjustments to your financial portfolio.

Step Seven:
Monitor & ReviewAnalyzing Your Current Course Of Action

Our relationship doesn’t end once the plan is implemented. We continuously monitor your progress and review your plan to ensure it remains aligned with your goals. Life is dynamic, and we are here to make adjustments as needed, providing ongoing support and encouragement.

Who We Are
Meet The Team

Maryann Ruck

Maryann Ruck

President & Founder

Dawn Willyard

Dawn Willyard

Client Services Specialist

Kelly Deligio

Kelly Deligio

Client Service Associate

303-927-7201

Contact Us 
How To Get Started

Schedule an appointment with our Maryann to start building a roadmap towards financial security 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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