Integrated Wealth Solutions, LLC

Integrated Wealth Solutions offers portfolio management services based on individual client goals and risk tolerance. They create an investment policy statement for each client and construct a plan to aid in selecting a suitable portfolio. They also offer financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. IWS generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds, Real Estate funds and non-U.S. securities.