Managing Your Wealth

Great success in business and in life can lead to complex financial situations. At Integrated Financial Management, we specialize in providing wealth management services to individuals and families facing complicated financial issues.

Are you concerned about minimizing transfer taxes when you pass on the assets you worked so hard to accumulate? Are you facing a complex estate challenge? Do you want to establish a far-reaching philanthropic legacy? Our wealth management services include:

  •  Estate Planning
  •  Multigenerational Planning
  •  Estate Planning
  •  Asset Transfer
  •  Transfer Tax Minimization
  •  Tax Strategies
  •  401(k), Pension Planning
  •  Long-Term Care Insurance
  •  Charitable Planning