Integrated Wealth Strategies
Certified Financial Planner
We help family offices protect their clients' assets by providing expert advice and management in the insurance and annuity areas.
We believe that financial security is achieved with a plan utilizing defense and offense. Most family offices have an offensive approach to wealth management that successfully grows a family's wealth. However, without an insurance expert, a family office disregards the gravity of estate taxes and third party creditors.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.