Objective Tax and Financial Planning Guidance for You and Your Retirement Accounts
About Us
Eric Wikstrom, CPA, CFP®
Founder, Integrated Wealth Strategies, LLC
The mission of Integrated Wealth Strategies, LLC is to help clients understand the best methods to build, maintain and enjoy their wealth. And frankly, the best methods and processes to build and maintain wealth today are very different from what they've been over the past 20-30 years.
For example, examining and understanding "non-traditional" asset classes like tax liens, promissory notes and private placement investments are critical to building an investment portfolio that isn't closely correlated to stock market type investments.
Founder, Integrated Wealth Strategies, LLC
The mission of Integrated Wealth Strategies, LLC is to help clients understand the best methods to build, maintain and enjoy their wealth. And frankly, the best methods and processes to build and maintain wealth today are very different from what they've been over the past 20-30 years.
For example, examining and understanding "non-traditional" asset classes like tax liens, promissory notes and private placement investments are critical to building an investment portfolio that isn't closely correlated to stock market type investments.
The Integrated Wealth Strategies, LLC approach:
My wealth management philosophy and foundation came from work experiences in public accounting (audit and tax), corporate finance (aircraft and railroad lease financing) and financial planning with high-net worth individuals.
Because of my extensive numbers background (and personality type), I've always been a problem solver and not a product seller. Unfortunately, the typical financial services "model" has been to provide advice regarding a particular product, which conveniently enough, the same advisor can sell to you as well. Hence, an incredible conflict of interest.
My consulting "model" is to work with clients to figure out what their concerns are. To discuss what's worked well in their financial world and what hasn't. To educate the client on what their options are and what the tax laws allow. Whether an investment makes more sense in a retirement account or with their taxable funds.
So if you have questions about the methodology and approach you are using to build and maintain your wealth, give me a call or send me an email.
My wealth management philosophy and foundation came from work experiences in public accounting (audit and tax), corporate finance (aircraft and railroad lease financing) and financial planning with high-net worth individuals.
Because of my extensive numbers background (and personality type), I've always been a problem solver and not a product seller. Unfortunately, the typical financial services "model" has been to provide advice regarding a particular product, which conveniently enough, the same advisor can sell to you as well. Hence, an incredible conflict of interest.
My consulting "model" is to work with clients to figure out what their concerns are. To discuss what's worked well in their financial world and what hasn't. To educate the client on what their options are and what the tax laws allow. Whether an investment makes more sense in a retirement account or with their taxable funds.
So if you have questions about the methodology and approach you are using to build and maintain your wealth, give me a call or send me an email.
Eric Wikstrom's background:
• University of Washington, B.S. in Business Administration (Accounting) (1983)
• Golden Gate University, M.S. Taxation (1991)
• Certified Public Accountant (1986)
• Certified Financial Planner (1989)
• NASD Series 7 & 65 securities licenses
• State of Washington Life and Disability Insurance license
• University of Washington, B.S. in Business Administration (Accounting) (1983)
• Golden Gate University, M.S. Taxation (1991)
• Certified Public Accountant (1986)
• Certified Financial Planner (1989)
• NASD Series 7 & 65 securities licenses
• State of Washington Life and Disability Insurance license
Additional professional qualifications:
• Co-author of the book Leverage your IRA - Maximize Your Profits with Real Estate
• June 2009 Guest IRA expert for Ed Slott's IRA Advisor newsletter
• Regular speaker for self-directed IRA custodian conferences
• Technical advisor to the real estate analysis program The Landlord's Cash Flow Analyzer
• Frequent speaker on national radio talk shows on strategies and planning of self-directed IRA/Solo 401k investing
• Contributed to articles in U.S. News & World Report, MarketWatch.com
• Developed educational training material on self-directed retirement investing for the nation's largest real estate brokerage firm
• Co-author of the book Leverage your IRA - Maximize Your Profits with Real Estate
• June 2009 Guest IRA expert for Ed Slott's IRA Advisor newsletter
• Regular speaker for self-directed IRA custodian conferences
• Technical advisor to the real estate analysis program The Landlord's Cash Flow Analyzer
• Frequent speaker on national radio talk shows on strategies and planning of self-directed IRA/Solo 401k investing
• Contributed to articles in U.S. News & World Report, MarketWatch.com
• Developed educational training material on self-directed retirement investing for the nation's largest real estate brokerage firm
You can reach
Integrated Wealth Strategies, LLC at:
7683 S.E. 27th St., #305
Mercer Island, WA 98040
206-949-8236
info@iwealthstrategies.com