Planning is the foundation of wealth management.  At IWM we believe every relationship should start with a comprehensive financial plan. This plan is the foundation of our relationship and a roadmap for the future.  We treat it as a living document which we continually refer back to and update as we work together.

 

Wealth Investment Services | Integra Wealth Management NJ

 

1

Intimate Understanding

Our process begins with listening When we gain a deep understanding of your values, we can better develop choice that reflect your financial philosophy, address your specific goals, and bring purpose to your wealth.

2

Customized Approach

The next step is to build your customized, integrated wealth management solution through a multi-disciplined, holistic approach that includes asset management, estate planning, and investment strategies. Our approach also employs key investment principals such as diversification and asset allocation for managing risk.

 

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Asset allocation does not ensure a profit or protect against a loss.

3

Ongoing Evaluation

Once your wealth management strategy is implemented, you’ll continue to enjoy informed collaboration to adapt your strategy to changing markets and priorities.