WEALTH MANAGEMENT

Transform your wealth landscape.

Tailored Investment Portfolio Design

We offer more than just investment recommendations - we're your partner in building a transformative financial future. Our meticulously designed solutions are tailored to your unique preferences and financial goals. As your circumstances evolve, we work closely with you to adapt these strategies, ensuring your financial plan always aligns with your aspirations.

IWP's four-point integrative approach:

Understanding Your Needs: the first step in our portfolio design process involves thoroughly understanding your financial situation, goals, and risk tolerance. We deeply engage with you to comprehend your needs, preferences, and vision for your financial future.
Designing the Portfolio: based on our understanding, we construct a customized portfolio that aligns with your financial goals, investment timeline, and risk tolerance. This portfolio can include a variety of asset classes, such as equities, bonds, private equity, and private debt, all selected to best serve your specific needs.
Tailoring the Investments: not every investment is suitable for every client. We select investments that fit your needs, taking into account factors such as your income requirements, tax situation, and your long-term financial goals. This tailored approach ensures your portfolio truly reflects your personal financial landscape.
Continuous Portfolio Monitoring: market conditions and personal financial situations can change over time. We monitor, adjust, and actively engage with you to ensure that your portfolio reflects these changes. This process of regular oversight helps your portfolio remains finely tuned to your evolving needs and market dynamics.

Alternative Investment Opportunities

Our comprehensive services provide access to a diverse range of investment opportunities, including private equity and private debt. We also offer specialized investment strategies and advanced tax management techniques to help optimize your overall financial position and work towards your long-term goals.

Beyond the scope of traditional investments, we give you the chance to delve into specialized and often less accessible sectors of the market, aiming to boost both diversification and the potential for growth in your portfolio.

But we don't stop at growth; effective strategic tax management is another key element we focus on to help you hold on to more of your earnings. Taking a holistic approach, we consider every aspect of your financial landscape to help you grow your wealth efficiently. Our standard is to equip you with a comprehensive investment strategy and offer you opportunities typically available only to a select group of investors.

Private Trust Services

In our commitment to personalized wealth management, Integrative Wealth Partners collaborates with both leading institutional trust services and local private fiduciaries. Together, we provide a well-rounded range of private trust solutions aimed at securing your financial future and legacy. Our focus is on making your financial aspirations a reality, while managing the complexities of wealth. This partnership broadens the services we can offer you:

Customized investment strategies with continuous oversight
Prudent risk management solutions
Objective and tax-efficient financial strategies
Cash management services and access to secured lending
Expertise in estate plan execution, including legacy planning
Comprehensive trust document and investment portfolio reviews
Multigenerational planning and wealth transition strategies
Family wealth stewardship, facilitating family meetings
Guidance on charitable giving strategies
Ongoing trust account administration services

With our team by your side, you can look forward to a secure financial future, carefully curated to reflect your values, hopes, and aspirations.

Legacy Wealth Management

Preserving your wealth and ensuring it benefits future generations is not just about numbers—it's about creating a lasting legacy that echoes your values, achievements, and dreams.

Our expertise and experience in working with many different families and businesses on their continuity and wealth transfer needs combined with our extensive network of resources makes finding a solution that fits you possible.

We will take you through a comprehensive process to examine the financial intricacies of your estate and to understand your personal values and goals. We work closely with you and your family throughout the entirety of the process, and your tax and legal advisors.

By choosing to work with us, you're entrusting us with more than just your financial portfolio—you're sharing your aspirations for future generations. We take this responsibility seriously, using our expertise to nurture your assets today while preparing your family for a prosperous tomorrow. Our approach helps transform wealth into a tool for connection and mutual growth, strengthening family bonds and ensuring your legacy resonates through generations to come.

Philanthropy & Impact Investments

We don't just guide your financial decisions; we assist you in inspiring change through wealth. We're with you at every step, helping you shape a world that resonates with your values.

Understanding Your Values: We start by comprehending your passions and aspirations for societal impact. This lays the foundation for us to guide you effectively in your journey of purposeful giving and conscious investing.
Crafting Impactful Strategies: We don't merely advise on charitable donations; we help shape investment strategies that mirror your values. Our guidance can help include organizations in your portfolio that are socially responsible and sustainable, turning your investments into an engine for positive change.
Balancing Impact with Returns: Our strategies aim to align societal impact with the potential for financial growth. This dual focus allows you the opportunity to make a meaningful difference while seeking to enhance your wealth.
Building Your Legacy: With us, philanthropy and impact investing are personal. They reflect who you are, the changes you wish to inspire, and the legacy you aim to build.

Ready to get started?

let's talk!

FEE TRANSPARENCY

If you're looking to initiate or optimize your investment portfolio without the hassle of implementing and managing it yourself, our portfolio management services may be a good fit for you. Our investment management clients consists of individuals, families, and groups who value our hands-on engagement approach, expert guidance, and readily available support.

Our investment management services start at a total annual fee of 1.25% of the account balance and, as your portfolio grows, this total fee gradually decreases to as low as 0.25% for larger portfolios.

Asset-based pricing for portfolio management is one of the ways that we integrate our goals with yours—we both want your investment balance to flourish. While our portfolio management cost structure applies to most investment services, it is important to understand that there are certain conditions or products (e.g., 529 college savings plans) where exceptions may apply. In these instances, we will thoroughly explain all available options and associated costs to you.

Client Spotlight

Jeff & Kathy Shapiro

Integrative Wealth Partners' wealth management services have been exceptional. Their approach, expertise, and customer focus helped us gain clarity about our financial picture. During job changes, their sound thinking and ingenuity supported us, and their holistic approach influenced our long-term goals.

They prioritize our retirement plans and tailor their services to our needs, making us feel like a top priority. Their commitment to our financial growth and stability is invaluable, and they feel like an extended part of our family. We highly value their dedication to our aspirations and to securing our financial future.

Jeff and Kathy Shapiro are clients of Integrative Wealth Partners. Jeff and Kathy Shapiro were not compensated for their testimonial. CRN202507-4809407

Ready to get started?

HERE'S WHAT TO EXPECT

Step
1

Getting to
know you

We want to know about you: your goals, your hopes, your concerns – even your fears. Getting to know each other is the first step in establishing a great relationship, and there's no substitute for real, face-to-face time together!

Step
2

Diving
deeper

Your situation and your goals are unique to you: we get into the nuts and bolts. Gaining deeper insight about your most important life and financial goals means that we can build a plan and tailor our advice to you personally.

Step
3

Making
suggestions

We know where you are, and where you want to be. Now your personal planner and their team of specialists start building a customized plan to get you there. We'll walk you through each recommendation, step by step, to make sure it aligns with your goals.

Step
4

Into
action

With your approval on our recommendations, we take a hands-on approach and put your plan into action. We'll set up your convenient and secure personal finance website, so you'll always have access to your information.

Step
5

Staying
on track

Guided by your preferences, your planner will establish an ongoing schedule. We'll stay on top of your goals, and update you as conditions change so that you're always headed in the right direction.

PLEASE NOTE:

The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites, nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

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PROCEED TO THE REQUESTED SITE!

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PROCEED TO THE REQUESTED SITE!

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PROCEED TO THE REQUESTED SITE!

Transform your wealth landscape.

Ready to get started?

HERE'S WHAT TO EXPECT

Step1

Getting toknow you

Step2

Divingdeeper

Step3

Makingsuggestions

Step4

Intoaction

Step5

Stayingon track

PLEASE NOTE:

PLEASE NOTE:

PLEASE NOTE:

PLEASE NOTE:

PLEASE NOTE:

PLEASE NOTE:

Step
1

Getting to
know you

Step
2

Diving
deeper

Step
3

Making
suggestions

Step
4

Into
action

Step
5

Staying
on track