Individual attention from yourPersonal Advisors.

We reject the notion that only large institutional investors should enjoy a sophisticated, risk-averse wealth management approach. Our advisors afford business owners, families and individuals these valuable and highly customized services.

You have things to do, people to see and worlds to conquer. The last thing you need is a financial institution that’s just as overloadedĀ  as you are. At Integrated Wealth Strategies, our advisors have the bandwidth to devote one-on-one attention to each of our clients. We are laser-focused on helping you identify and achieve your financial objectives, leaving you a little more time for everything else.

Business Owners & Tech Execs

You make a huge personal investment as a business owner. You need a team that’s just as committed to your success. Whether you own a corner bakery or an up-and-coming tech company, we take the time to understand your business and the unique challenges you face. It’s nice to partner with someone who sees where you’re coming from – and cares as much as you do.

Individuals & Families

You may have a big family, a small family or no family at all. Whatever your situation, we can customize a financial strategy to meet your circumstances. We’ll lay out a plan based on your goals, risk factors, liquidity needs and other factors. No matter your needs, we make everything individual to you.

Experienced Team Approach

Our team consists of skilled professionals from a variety of outside firms and disciplines. We come together to evaluate your profile and meet your needs in the following areas.

  • Financial Planning
  • Asset Management
  • Retirement Planning
  • Estate Planning
  • Risk Management and Insurance
  • Premium Services – Integrated Wealth Services

RJFS does not provide tax and accounting services.