At Integrated Wealth Solutions, we bring simplicity and clarity to your financial life, so you can live the life that success has afforded you. Our cohesive and coordinated wealth management program brings together all essential financial matters in a highly cohesive and coordinated fashion, where every detail is thoroughly and thoughtfully addressed.
The depth of wise counsel and the wealth of financial resources we offer serve a single purpose – to bring newfound clarity and confidence to where you stand today, where you want to be, and how you can get there.
Our clients are the very reason we do what we do at Integrated Wealth Solutions. Every action we take is measured by these two thoughts:
As an independent firm, our process is consultative in nature and there is no agenda to offer any particular financial product.
In addition to being client-centric, we hold the following tenets as cornerstones of Integrated Wealth Solutions:
Taken separately, the many factors and implications of significant wealth can become overwhelming. By bringing them all together, the facets of your financial life can work as a coordinated, simplified whole – like the pieces of a puzzle. This philosophy is the foundation of our firm and guides every decision we make.
We created Integrated Wealth Solutions to act as a unifying source for wealth management by bringing together the objectivity, resources, and investment alternatives necessary to complete your financial puzzle and provide truly comprehensive wealth management.
Raymond James is one of the largest independent financial services firms in America. Founded in 1962 and a public company since 1983, Raymond James has always been unique.
Unlike competitive firms that are a bank first and foremost, most of Raymond James’s business is exactly what we do – financial planning for families and individuals. They have a long history of embracing long-term planning and methodical decision-making while staying uncompromisingly client focused.
The firm’s 3,500 professionals in its St. Petersburg, Florida, headquarters provide the support and resources we need to best serve the needs of our clients. Its unique culture of independence gives us complete freedom to offer our objective, unbiased advice without any pressure to push our clients into proprietary investment products.