Established in 1975, Integrated Wealth Counsel is a fee only wealth management firm registered with the U.S. Securities & Exchange Commission as an investment advisor. As wealth managers, we help a wide array of business owners, executives, and professionals translate a lifetime of success into consistent retirement income and find innovative solutions to planning challenges.
We specialize in complex financial planning, business succession planning, expatriate taxation, and international planning. We believe we best serve high net worth and very high net worth investors who have a total net worth between $2 million and $20 million.
While based in California, we currently serve or have served clients residing in or having assets in many States, Canada, Mexico, Asia, Europe, Latin America, and the Middle East.
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Newsletters
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