Your partner when it comes to pursuing greater wealth.
Integrated Wealth Partners is rooted in the principals of trust, transparency, and education.
We are committed to learning about your goals and dreams, values and your aspirations. By meeting you in whatever chapter of life you are in, we strive to know where you’ve come from, where you are now, and where you aspire to be. Our goal is to help you achieve greater financial confidence through disciplined planning and collaboration with your trusted team of professionals. By collaborating with a team of professionals, either selected by you or through our preferred team of professionals, we can ensure that your goals and objectives are at the forefront of every decision made whether it be tax, legal, insurance, or wealth related.
Get in touch with us today to set up a no-cost initial consultation, or call us at 715-563-0486.
Fiduciary Focused
We act as your fiduciary. A fiduciary is any person or institution who has the power to act on behalf of another in situations that require great trust, honesty, and loyalty. When acting in a role of fiduciary, we are bound to act in your best interests and must set aside our own personal motives in favor of you. Because we are independent, we are not tied to any specific financial company or investment strategy and do not offer proprietary products.
Fee Based Planning
Fee based planning allows us to be compensated for doing what is right for you, regardless of the products or services you choose. Clients appreciate our transparent and honest approach regarding how we are compensated.
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“It’s not about how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.”