At Integrated Wealth Management, LLC we believe that a holistic view is the best perspective to approach your wealth management needs. Through an initial series of meetings, coupled with annual update reviews, we assemble a comprehensive snapshot of every aspect of your financial life. Below are some of the services we provide to our Integrated Wealth Management clients.

Financial Goal Planning


Achieving personal and financial ambitions is the primary objective of the financial planning process. In order to make plans for the future, you need to know where you are today and where you want to be tomorrow.

Cash Flow Management


Debt accumulation and bad saving habits are a symptom of having an incomplete understanding of personal or business cash flow.

Debt Management


Debt management is about balancing two sides of the same coin. First, you need to prioritize and reduce your current debt. Second, you need to minimize or eliminate your chances for taking on new or additional debt.

Risk Management & Asset Protection


We review your current insurance coverage, including employer benefits, to help prepare you for the unexpected both before and after retirement.

Tax Planning


Income tax is usually the largest expense in any individual budget, yet it’s one of the most complex and poorly understood pieces of the financial puzzle.

Estate Planning


It is a misconception that estate planning is only for the wealthy. You need to develop a plan to distribute your assets to your chosen beneficiaries with the least amount of cost incurred.

Tax Return Preparation


We offer a full-suite of tax planning and compliance services for individuals, trusts, charitable entities, partnerships, limited liability companies, S-Corporations and C-Corporations.

Investment Planning & Asset Management


Your investment portfolio is the vehicle that powers your financial plan and gives you the potential to reach your long-term objectives.


Investment Updates

Planning Briefs

Contact Info

Call Us: 302-442-4233

5511 Kirkwood Highway
Wilmington, DE 19808