The Integrated team brings more than 150 years of collective experience supporting the creation and preservation of wealth for owners of privately-held businesses and family offices, as well as trustees of foundations, endowments, and retirement plans. We’re entrepreneurially minded and passionate about providing thoughtful, personalized advice, advocacy, and service to our clients. We work closely with key advisors in the fields of accounting, insurance, tax, and law, serving as the center of our clients’ multidisciplinary team of wealth management professionals.