Our mission? To partner with you in achieving your financial goals and ensuring your financial well-being.
At Integrative Wealth Partners, we collaborate with you to develop effective, goal-oriented financial plans. We keep you informed of your progress, swiftly adjusting to your evolving financial needs and goals, all with the aim of ensuring your family's financial security.
Strategies, tools, and guidance for accumulating, preserving, and living off your wealth, now and in years to come.
Comprehensive 360-degree financial analysis, budgeting, and planning to integrate all aspects of your financial life.
Mitigate financial risks through insurance solutions, asset protection strategies, and contingency planning.
Strategic guidance on estate planning, succession planning, business continuation, and asset distribution.
Phil Silver and Dale Struman
Integrative Wealth Management has served as our trusted financial advisor for nearly two decades, consistently exhibiting remarkable professionalism and a deep understanding of our unique financial objectives. Through their personalized approach, they've developed tailored investment strategies for myself, my husband, and even my mother, each reflecting our individual risk appetites.
Their diligent planning has cultivated a robust retirement portfolio for us. Especially notable was their compassion when guiding my initially hesitant mother into making sound financial investments. This resulted in her being able to comfortably fund her care in her final years.
What differentiates Integrative Wealth Management from others is their dedication to ongoing wealth management and adjustments. Regular updates ensure our plans adapt to market shifts and personal life changes. We rest assured, knowing Joel and team have our best interests at heart.
CRN202507-4809535
Phil Silver and Dale Struman are clients of Integrative Wealth Partners. Phil Silver and Dale Struman were not compensated for their testimonial.
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