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Working Together

Two Ways We Can Work Together:

Ongoing Financial Planning

(No Investment Management)

Comprehensive Wealth Management

Financial plan + implementation support
Financial plan + implementation support + investment management


Annual planning fee*


Planning fee*


% of assets under management

Best if:

  • You have the time and enjoy managing your own investments
  • Your assets are tied up in real estate, 401(k), etc.
  • You are a business owner with limited outside liquidity

Best if:

  • You have little time, experience or desire to manage investments
  • You experienced a large monetary event (e.g. inheritance)
  • You have a highly concentrated stock position

*Pricing based on complexity of situation

Schedule a Call

Backed by a team of dedicated professionals with over 100 years of combined industry experience

Integrated Partners Team