Integrated Retirement Strategies

Overview

Integrated Retirement Strategies is a small, independent RIA that focuses on financial planning and portfolio management for high‑net‑worth individuals, families and a limited number of small institutional clients. The firm operates under an individual ownership structure and combines advisory services with insurance brokerage capabilities, which suggests client work can span retirement planning, risk-transfer solutions and ongoing investment management. Fee arrangements are flexible — a mix of percentage of assets under management, hourly charges and fixed fees — allowing customization for comprehensive planning engagements or discrete project work. The firm was recognized by FA Magazine on its Top RIA Firms list in 2020. Integrated Retirement Strategies does not present itself as a capital allocator running third‑party private funds; instead it acts as a manager and allocator within client portfolios, with a clear preference for liquid, exchange‑traded instruments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices