Integrated Equity Management is a trusted wealth management firm specializing in comprehensive financial planning expertise and diversified financial products.
Since 1984, we’ve been helping successful professionals, retirees, business owners, and high net worth families who want to optimize their financial lives.
At IEM, we assist our clients by:
Synthesizing complex financial decisions
Designing individualized solutions
Advancing financial execution
We are committed to helping our clients feel taken care of, confident, and free. Contact us.
We believe financial advice starts with a comprehensive financial plan, which can help you make smart decisions about your wealth in a way that is consistent with your goals.
With thousands of investments to choose from, it’s easy to find yourself with too many choices and not enough advice.
What does retirement mean to you? The definition varies widely. By understanding your goals, IEM can help you develop an individualized retirement plan that outlines what you need to do to get to where you’re going.