Our Story

At Integrated, we understand what business owners and entrepreneurs face in managing their personal wealth.
Foundationally, as a business owner and entrepreneur, you deserve to know your personal assets will receive professional attention in a well-organized, easily understandable way. At a higher level, we understand the desire to know how your wealth legacy will provide meaning and purpose to your future generations, and how complex succession or exit strategies may impact that goal.  Wealth accumulation brings complexity. It can draw attention to opportunists who may not have your best interests at heart. It can be difficult to know who to trust. Moreover, behavioral bias is common when trying to manage your own wealth, and this can lead to poor decision-making and costly mistakes. It can leave otherwise successful people like you feeling distrustful, anxious, and fearful regarding your family wealth.  In the end, as a business owner and entrepreneur, you deserve three primary outcomes:

1. The reassurance your personal assets are managed as professionally as your business.
2. A commitment from your team of advisors to follow through with the plan.
3. Reduced complexity and increased freedom so that you can do what you do best – oversee your business and take care of those most important to you.

As business owners ourselves, we understand the challenge of being attentive to the personal assets outside of the business. We do it for a living, and it is still tough. Our clients as our greatest advocates simply tell us, “We do what we say we do.” The result is greater financial peace, trust in the process/plan, and increased confidence your wealth will bring about a greater good for your family and others.