Integrated Wealth Management
Palm Desert, United States (US) · Finance and Banking
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#financial planning
#401(k) plan design and administration
#retirement planning
#estate planning
#foundations and non profit groups
Integrated Wealth Management is a financial advisory firm based in Palm Desert, California, dedicated to providing personalized wealth management solutions to individuals and families.Since 1995, we’ve built a reputation for prioritizing our clients’ unique needs, stemming from our origins serving physicians and medical professionals – a standard of care that continues to guide our approach.Our team of experienced financial advisors offers a comprehensive suite of services, including financial planning, 401(k) plan design and administration, retirement planning, and estate planning.
Overview
Since 1995, we’ve built a reputation for prioritizing our clients’ unique needs, stemming from our origins serving physicians and medical professionals – a standard of care that continues to guide our approach.
Our team of experienced financial advisors offers a comprehensive suite of services, including financial planning, 401(k) plan design and administration, retirement planning, and estate planning. We are committed to helping you achieve your long-term financial goals with a collaborative and client-centered strategy.
We proudly serve clients across California and Alaska, offering tailored solutions to meet diverse financial needs.
Contact Details
Palm Desert, United States (US), 74245 Highway 111
+4
Founded
1995
Company Type
Private Limited Company
Employees
10-20
Categories
Keywords
#financial planning
#401(k) plan design and administration
#retirement planning
#estate planning
#foundations and non profit groups
Services
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