How does INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC help clients – Key Takeaways:
INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC serves as a trusted financial advisor to individuals and businesses seeking to achieve their financial goals. Through a comprehensive and integrated approach, the firm helps its clients navigate the complex world of finance and investments.
Key takeaways to keep in mind about the services provided by INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC:
- Comprehensive approach to financial planning
- Expertise in wealth management and investment strategies
- Personalized and tailored advice based on individual needs and goals
- Collaborative and transparent client-advisor relationship
Facts and Insights
Based in New York City, INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC was founded in 2012 by a team of experienced financial professionals with a combined industry experience of over 50 years. The firm is dedicated to helping clients achieve financial success through proactive and strategic planning.
The firm prides itself on staying on top of industry trends and insights to provide the best possible advice and solutions to its clients. Some notable facts and insights about INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC include:
- Over $500 million in assets under management (AUM)
- A team of 10 experienced and knowledgeable advisors
- Expertise in various financial services, including retirement planning, investment management, and estate planning
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 2012 | $500 million | 10 |
Financial Services Offered
As a comprehensive financial planning firm, INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC offers a wide range of services to help clients achieve their financial goals. These services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
- Wealth transfer planning
- Business succession planning
Client Types
INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC caters to a diverse group of clients, including:
- Individuals
- Families
- High net worth individuals
- Business owners
- Corporate executives
- Non-profit organizations
Fees & Compensation
INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC believes in complete transparency when it comes to fees and compensation. The firm’s fee structure is based on a percentage of AUM, and there are no additional commissions or hidden fees. This fee structure ensures that the firm’s incentives are aligned with the clients’ best interests.
Background
INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC was founded by a team of experienced financial professionals who saw a need for a more holistic and integrated approach to financial planning. The firm’s advisors have a diverse background in finance, accounting, and law, enabling them to provide a comprehensive perspective to their clients’ financial needs.
Financial Advisor Disclosures to Know
- INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC).
- All advisors at the firm are properly licensed and qualified to provide financial advice.
- There are no disclosures or disciplinary actions against the firm or its advisors.