About Us

Our Story

We are an independent, fee-only registered investment advisory firm that has been providing clients with Integrated Wealth Management since 2003. Our team includes CFPs, CPA's, JDs, and MBAs, all with outstanding and varied experience in the many disciplines required to service the needs of wealthy individuals. We serve as your financial planner, accountant, and investment advisor all in one. This comprehensive integrated service is designed to provide you with one source of highly individualized financial advice, resulting in the most appropriate recommendations tailored for your specific situation.

As a fee-only financial advisor, we do not sell specific financial products, nor do we receive any commissions, bonuses, or incentives to recommend particular investments. We offer full disclosure with no hidden fees. Our independence helps ensure our objectivity. You receive objective advice, thereby reducing potential conflicts of interest inherent in other business models.

Why Integrated Wealth Management?

At Wealth Health, our services are designed to simplify the complex and daunting challenges of managing your personal finances. We offer affluent individuals a solution to coordinating financial management among multiple advisors. Wealth Health enables you to centralize financial planning and portfolio management at one highly focused, objective and experienced resource.

If you work with multiple professional advisors, you risk fragmentation – the lack of a single vision, making it difficult to define and achieve your goals. At Wealth Health, Integrated Wealth Management provides a single point of contact for all your financial management needs – portfolio management, financial planning, and income tax preparation – delivering a unified, goal-directed vision. Working with Wealth Health frees you to focus on what matters most – family, career, and personal interests.