“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.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
It's important to understand the pros and cons when considering a prepaid debit card.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
This calculator helps estimate your federal estate tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to compare the future value of investments with different tax consequences.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
Understanding the cycle of investing may help you avoid easy pitfalls.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
How will you weather the ups and downs of the business cycle?
There’s an alarming difference between perception and reality for current and future retirees.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
What is your plan for health care during retirement?