Integrated Wealth is a Wealth Management firm with 34 years of experience serving high net worth Retirees, Medical Professionals and Business Owners. It begins with a conversation: We ask many questions, and simply listen. Then, we develop a customized wealth management plan tailored to fit your unique goals and dreams. As independent wealth advisors, we’re able to focus on your very unique big picture and deliver a plan to help you achieve what matters most … to you and your family. As Partners, we are here to guide you personally, every step of the way, delivering insight and answers so you can look ahead with confidence. We believe comprehensive solutions are the key to true wealth management. That’s why, in addition to our core investment consulting focus, we assist in addressing your other financial priorities and concerns as well. We understand that trust forms the cornerstone of a successful advisory relationship. We work to earn your trust by first learning everything we can about you, then providing the transparency and objectivity you need to make confident decisions about your wealth. Please visit our website for additional information regarding our services and process. Securities offered through Geneos Wealth Management, Inc., member FINRA & SIPC. Advisory Services offered through Integrated Wealth Advisory Services, Inc.