Integrated Wealth Management ™

"Your Personal CFO"

Coordinating your entire financial life to form a complete Integrated Strategy.

 

 

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Client Login - Your Customized Virtual Family Office*

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Virtual Family Office Demo

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Our Clients come first. We work hard to deeply understand your goals and objectives through our innovative Discovery Process.  We then provide objective advice and action plans to help you achieve your goals and objectives.  Our Results Management™ process will help you monitor those goals and objectives.

We get it done! When you decide on a project, we organize and manage the entire process, including coordination of all the players involved.

We stay by your side. Our model provides you with "Your Personal CFO"  who is responsible for the ongoing needs of you and your family. He/she will proactively manage your affairs and help plan for change.

*This site is strictly for current clients of Integrated Financial who have subscribed to E*Money Advisors Wealth Management Solutions services.  E*Money Advisors, Integrated Financial and New York Life and its subsidiaries are not affiliates.


 Some of our Strategic Resources for independent investment consulting

Independent Portfolio Consultants - IPC

High Net Worth individuals have unique investment preferences, needs and circumstances. More than twenty years ago Independent Portfolio Consultants, IPC, recognized this by creating a “Wealth Management Strategic Alliance” with financial advisors across the country. Together they create an open-architecture team approach providing advisors with the resources required to successfully provide risk adjusted, tax efficient solutions for the need of their High Net Worth clients.

Through IPC advisors and their clients have access to the top investment management organizations in the country as well as very sophisticated risk management capabilities. This conflict of interest free platform gives clients the assurance there best interest is the only interest being served.


Brinker Capital

Our mission...
To serve advisors and their clients by providing asset allocation advice, due diligence and manager selection and sophisticated timely communication on investment performance and wealth management techniques.

Value Statement...
Brinker Capital serves its clients financial interests by providing high quality, disciplined and objective investment advice.

 

SEI

 

For over 35 years, SEI has been a leading provider of wealth management business solutions for independent financial advisors.

 

 

**IPC, Brinker Capital and SEI are made available through Eagle Strategies LLC.