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Services

With significant wealth comes great opportunity, as well as increasing complexity. While it’s critical to maintain and grow your assets, it’s equally important to develop a strategy for leaving behind a legacy—while also having the freedom to pursue what’s most important to you. At Integral Wealth, we offer a full range of services designed to address all facets of your wealth management needs. We become your trusted financial advocate, providing objective investment guidance and financial planning to help you manage your wealth over your lifetime and beyond.

Our services include:

  • Comprehensive financial planning
  • Advanced estate planning
  • Investment consulting
  • Advanced portfolio and investment analytics
  • Tax-sensitive investing
  • Alternative investments
  • Trust services*
  • Single stock risk management
  • Business succession planning
  • Financial windfall planning
  • Insurance planning
  • Foundation and endowment guidance


* LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.