Who We Are
Since 2004, Integrated Wealth Management, LLC has provided wealth and capital management, as well as tax services to both individuals and businesses. We are a team of advisors with CERTIFIED FINANCIAL PLANNER™ and Certified Public Accountant designations, dedicated to providing unbiased financial planning and investment advisory services to our clients as part of a long-term relationship. The most important lesson our experience has taught us is that, regardless of your income level or industry, managing your financial life is similar to conducting a complex orchestra. Because there are so many varied components to your financial life, we designed our firm around the philosophy that successful wealth management requires a multifaceted and versatile approach. To better understand how our firm developed through the years, we’ve prepared the following timeline to demonstrate the evolution of our organization and firm philosophy.
- BLH Financial Services, Inc. eventually merged with Ted Fischer in order to offer clients a wider array of wealth management services, resulting in the formation of Fischer & Hutchinson Wealth Advisors, LLC.
- In December 2011, Ted Fischer decided that, after a long career coaching his clients to achieve their goals, he would retire, enjoy his success and pursue his own goals.
- On January 1, 2013 Fischer & Hutchinson, LLC united with Pratt Wasko, LLC, a certified public accounting firm and formed Integrated Wealth Management, LLC. The primary goal of the merger was to add additional talent and service lines to meet the ever-changing personal and business needs of our clients.
- Today, we operate under the name Integrated Wealth Management.
At Integrated Wealth Management, LLC, we are committed to providing knowledgeable and skilled service to our clients. By building and maintaining an extensive network of relationships with our clients, employees and industry peers, we have positioned ourselves for both the strategic growth of our organization and financial success of our clients.