REASONS FOR CHOOSING INTEGRATED WEALTH SOLUTIONS

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:

  • Is it in your best interest?
  • Is it right for you?

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:

  • We provide an objective and transparent money manager selection process
  • We offer institutionally priced money managers when available
  • We apply a combination of passive and active money management
  • We fully disclose our management and consulting fees

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.

537 North Magnolia Ave. | Orlando, FL 32801 | Phone: 407.839.4998 | Toll-Free: 888.846.8172 | EFAX: 866.205.4631Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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