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Our Services

INDIVIDUALS AND FAMILIES

Our first priority is helping you take care of yourself and your family. We want to learn 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.

We start with risk based planning, move onto wealth accumulation and conclude with trust and estate planning. Backed by years of industry experience, and with access to a network of provider resources, Integrated Wealth Strategies is well-equipped to guide you through a complex, changing world of risk and opportunity.

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BUSINESS OWNERS AND EXECUTIVES

For years, we have provided financial planning services to small business owners that include health insurance, retirement planning, key man benefits, exit strategies, buy-sell strategies and generational planning.

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FAMILY OFFICES

Our insurance expertise combined with Miriam's legal background is a rare and valuable tool for a family office. Leverage our expertise to improve and protect your assets.

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CRN201908-215648