Explore Integrated Wealth Strategies
IWS provides unique, objective, industry leading tax, retirement and financial solutions and consulting to small business owners, entrepreneurs and individuals. Our goal is to make sure you fully understand all your options so you can sleep well at night. We specialize in the following areas:
- Financial education and tax planning
- Investment aggregation & overview
- Solo 401k plans for self employed individuals
- Self-directed IRA set-up and consultation
- Small business 401k plans that allow for true investment self-direction
IWS was founded on the premise that the best solution for your financial situation may not be the most well known or popular. Your solution may have to be created, developed and will require critical, independent thinking.
IWS is an acknowledged leader in retirement plan structuring with alternative investments and tax planning that coincides with your situation. We know your life, career and fiscal habits don't fit the mold. Why should you accept generic financial thinking that was designed to sell you something? Continue on to About Us to learn more about our way of thinking.