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Suspend conventional thought...
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Integrated Wealth Strategies, LLC was formed to provide truly objective Financial and Retirement Plan structuring advice to individuals for their IRAs, Solo 401(k)s and other retirement accounts. With over over 25 years of tax, corporate finance and investment management experience, the goal of the founder Eric Wikstrom, CPA, CFP® is to help you understand what your investment options and strategies are - not what some financial institution wants to sell you.

The mission of Integrated Wealth Strategies is best explained by the late Sir Henry Royce, co-founder of the Rolls Royce Motor Company. "Take the best that exists and make it better. If it doesn't exist, create it. Accept nothing nearly right or good enough."

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Critical to "truly" Self-Directing your IRA, Solo 401k or even using your retirement account as start-up capital for a business is working with competent and respected advisors who specialize in the this very detailed practice.

Very few CPAs and attorneys are fully aware of the issues that surround retirement account investing like Prohibited Transactions or the Unrelated Business Income Tax. Not only is Eric Wikstrom a CPA and Certified Financial Planner, but he also holds a Masters in Taxation.
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The financial services industry is filled with "conventional wisdoms"; ideas so ingrained in our culture that no one questions them. Unfortunately, conventional wisdom is often wrong.

By challenging and exposing conventional wisdom, Eric Wikstrom helps clients break free of their traditional thinking towards retirement investing and helps them explore the endless opportunities outside the stock market.
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How do you build wealth?

If you truly believe that the best way to accumulate wealth in your retirement account is to entrust it all in the hands of Wall Street "experts", then I wish you good luck. But keep in mind that most wealthy individuals didn't get that way by investing in the stock market. They did so by taking advantage of opportunities in inefficient investment markets.

So if you'd like to learn more about all the fantastic opportunities to build and maintain wealth outside the traditional securities market, give us a call. Because you truly owe it to yourself to fully understand all your investment options. After all, it is your money.

Check out this Integrated Wealth Strategies Classroom video on:
Viewing Your Retirement Accounts in a New Way

Understand all your options