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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.

Integrated Wealth Counsel
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Read continually updated commentary about investing, the markets, economics, politics.

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In The Money – Our Monthly Economic and Market Podcast
Listen to our podcast In The Money in which we highlight the major economic and market issues facing investors over the past month.

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Newsletters

Click Here To Read Our Financial Planning Newsletter

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Click Here To Read Our Expatriate Planning Newsletter


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