Integrated Equity Management Named a 2025 InvestmentNews 5-Star Wealth Management Team
Bloomington, MN – May 13, 2025 — Integrated Equity Management (IEM), a boutique wealth management firm with offices in Minnesota and Florida, is proud to announce it has been named one of InvestmentNews’ 2025 5-Star Wealth Management Teams. This national recognition highlights advisory firms that demonstrate excellence in client service, business growth, and team development within the wealth management industry.
The annual 5-Star rankings by InvestmentNews spotlight firms that stand out for their ability to build trust, deliver consistent value, and cultivate strong client relationships. Winners are selected based on a range of quantitative and qualitative criteria, including assets under management, team size, service offerings, and commitment to fiduciary standards.
“We’re honored to receive this award from InvestmentNews,” said Cammy Smith, CEO of Integrated Equity Management. “This recognition reflects the strength of our team, the depth of our client relationships, and our commitment to doing what’s right—always. We’re proud to serve families and business owners who value a thoughtful, personal approach to wealth management.”
With over $1 billion in assets under management, IEM blends strategic financial planning with a high-touch client experience. As a family-led firm, IEM emphasizes values-driven guidance and multi-generational support to help clients achieve financial confidence through every stage of life.
To view the full list of awardees and learn more about the InvestmentNews 5-Star Wealth Management Teams, visit: Leading wealth management teams shine in InvestmentNews 5-Star rankings. 2025 5-Star Wealth Management Teams, created by Investment News. Presented in May 2025, based on data gathered from Jan 13th- Feb 7th, 2025. 200 participants considered, 100 were recognized. Not indicative of advisor’s future performance. Your experience may vary.
About Integrated Equity Management
Integrated Equity Management is an independent wealth management firm offering personalized financial planning and investment services to individuals, families, and business owners. With offices in Minnesota and Florida, IEM is dedicated to helping clients make confident, informed financial decisions through a values-first approach.
For more information, visit www.integratedequity.net.