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Services

At Integral Wealth, we offer a full range of services designed to address all facets of your financial needs. We become your trusted financial advocate, providing personalized financial planning, wealth management, and investment guidance tailored to the needs of you and your family. We view wealth as more than money and property. These assets are simply the tools you use to grow and enrich the people and communities you love.

Financial Planning Services

  • Retirement Planning
  • Insurance Planning and Analysis
  • Beneficiary Planning
  • Education Planning
  • Investment Tax Management
  • Income Needs Analysis
  • Senior Needs Analysis
  • Disability Needs Analysis
  • Long-Term Care Needs Analysis

Wealth Management Services

  • Estate Planning Strategies
  • Trust Services*
  • Special Needs Planning
  • Wealth Transfer & Generational Planning
  • Charitable Giving
  • Risk Management & Asset Protection
  • Foundation & Endowment Guidance
  • Family Meetings

Investment Management Services

  • Risk Tolerance Assessment
  • Current & Ongoing Portfolio Analysis
  • Asset Allocation Design
  • Diversification & Performance Analysis
  • Performance Reporting
  • Online Account Access
  • Ongoing Research & Investment Due Diligence


Have questions about our financial services? We’d love to hear from you. Call (314) 966-0727 or email Info@IntegralWealth.net.



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