About Integrated Wealth Management

OUR STORY

Integrated Wealth Management got its start in 2004 when Burt Hutchinson founded BLH Financial Services, Inc. to provide objective financial planning and tax management. BLH Financial Services then became Fischer & Hutchinson Wealth Advisors, LLC to provide a wider array of wealth management services.

Our resulting firm is the one you know today: Integrated Wealth Management. Regardless of the name, our goal has remained the same: to provide trustworthy financial management services that allow our clients to meet their goals with confidence.

15+

Years in Business

100%

Independent,
Employee-Owned Firm

2

Locations to serve you

WHY INTEGRATED WEALTH MANAGEMENT

Our team specializes in guiding clients through the three retirement stages: uncertainty, stability, and reflection. We learn about each client’s personal goals to create customized plans. Life inevitably brings times of loss—we will be there for you in hard times. We’re not like the rest:

Independent and Fee-Only

We never receive commissions and are only paid by our clients. Free of ulterior motives, we can focus on your bottom line.

Fiduciary

As a Registered Investment Advisor, we are legally and ethically obligated to act in your best interest—we wouldn’t have it any other way.

CPA-Led

Certified Public Accountants provide one-on-one tax planning support to help minimize income tax expenses, so you keep more of your hard-earned money.

High-Touch

We have regular touchpoints to determine whether adjustments to your plan are needed. We encourage you to come to us with questions at any time.

Evidence-Based Investment Strategy

We employ evidence-based investment strategies, not Wall Street hype. Your portfolio will be based on time-tested principles and a disciplined, long-term approach to achieving your goals.

Personalized Planning

Financial planning is not a one-time event but an ongoing response to your changing life and goals. Clients are drawn to us because of our expertise, but they stay because we listen and keep their goals at the forefront.