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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 clients 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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WSJ World Markets
- Spain Pours Billions Into Lender Bankia May 26, 2012
  Spain will pump $24 billion into troubled lender Bankia, effectively nationalizing the country's third-largest bank. Meanwhile, S&P downgraded it and four other Spanish banks. […]
- U.S. Steers Clear of Yuan Labeling May 26, 2012
  Obama administration officials said China's currency remains "significantly undervalued" but again didn't label Beijing a currency manipulator in a semiannual report to Congress. […]
- Euro Retreats, Again, Against Dollar May 26, 2012
  The euro weakened for a fourth day against the dollar amid concerns about a potential Greek exit from the currency. […]
- Canadian Dollar Slips May 25, 2012
  The Canadian dollar slipped modestly as worries about the crisis in Greece continued to dominate market action. […]
- As Greek Banks Report Earnings, Attention Turns to Deposits May 25, 2012
  Greek lenders will likely announce another round of losses next week, but the focus of their first-quarter earnings reports will be on how they are coping with increasingly difficult funding conditions. […]
- The Canadian Dollar Is The New Australian Dollar May 25, 2012
  Canada's ascension to the throne of most liked outside the world's reserve currencies is evidenced by recent moves in the spot market -- where the loonie has held steady in 2012 despite a flood into the U.S. dollar. There also has been a huge shift in speculative positioning. […]
- Emerging-Market Currencies, Debt Flat May 25, 2012
  Emerging-market currencies and bonds had another day of up and down moves, but headed into the holiday weekend a tad stronger on the day. […]
- Australia's ASX Hits 6-Month Low May 25, 2012
  Australia's benchmark index closed at a six-month low and the Shanghai Composite Index gave way for the 11th time in 15 sessions as investors focused on worries about the global economy. […]
- European Stocks Notch Small Gains May 25, 2012
  Drug makers and a better-than-expected reading on U.S. consumer sentiment helped European stock markets end a choppy session with small gains. […]
- Indian Rupee Recovers May 25, 2012
  The Indian rupee rose against the U.S. dollar for a second consecutive day, thanks to gains in the euro and profit-taking in the greenback. […]

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