Five Star Professional partnered with
A survey was provided to approximately one in four high-net-worth-households (more than 50,000 consumers), and 1,800 financial services professionals within the
Integrated Wealth Management is an independent wealth management firm representing hundreds of individuals, businesses, and nonprofits. Integrated Wealth Management focuses on helping its clients attain their current and future financial goals by providing an exceptional level of personalized service and financial advice, and adapting quickly to changing client circumstances, market conditions or tax laws.
The full-service firm provides: Wealth Management Services, Fiduciary Services, 401(k) Design and Management, Investment Reporting Services, Financial and Retirement Planning and more. They have offices in
Stephen CassellCord Media Stephen@Cordmedia.com 503-449-6718
Source: Integrated Wealth Management
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