Integrated Planning & Wealth Management, LLC

Overview

Integrated Planning & Wealth Management, LLC is an independent RIA organized as an LLC and operating as a capital allocator for individual, family and select institutional clients. The firm offers a mix of financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers. Its pricing blends percentage-of-AUM and fixed-fee engagements, and the business is structured under individual ownership. Investment activity centers on pooled public investments with a material tilt toward mutual funds and other public vehicles, supplemented by third-party alternative allocations. The firm is not positioned as an active ESG investor and provides discretionary portfolio management alongside non‑discretionary advisory relationships. As a capital allocator it identifies and places client capital with external managers when alternatives or specialized strategies are appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices