“Integral means to integrate, to bring together, to join, to link, to embrace.”
– Ken Wilber, A Theory of Everything
The idea of Integral Wealth grew from our understanding of you: our clients. Your stories and concerns about health, family, children, grandchildren, travel, adventure and charity stirred us to redefine “wealth” in a more meaningful and integrated way. We see wealth as you do: more than money and property. These assets are simply the tools you use to grow and enrich the people and communities that you love.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
A four-step framework for building a personal legacy.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Can you keep up with your children’s mobile slang?
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Estimate how much of your Social Security benefit may be considered taxable.
This questionnaire will help determine your tolerance for investment risk.
Assess whether you are running “in the black” or “in the red” each month.
Estimate your monthly and annual income from various IRA types.
This calculator helps estimate your federal estate tax liability.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Even low inflation rates can pose a threat to investment returns.
Investors seeking world investments can choose between global and international funds. What's the difference?
What is your plan for health care during retirement?
A special needs trust helps care for a special needs child when you’re gone.
What if instead of buying that vacation home, you invested the money?