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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, and advancing financial execution.


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Wealth Management

No matter what your level of wealth, working with us can help you pursue your goals. Together, we’ll go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs.

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Accumulation planning addresses an individual’s investment needs, asset allocation, and the suitability of different types of securities in light of your goals and risk tolerance. 

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Retirement Planning

Retirement planning involves evaluating your current financial standing and creating an accumulation strategy that will help to ensure a desired retirement lifestyle.