Integrated Wealth Counsel, LLC

100 Clock Tower Place, Suite 210, Carmel Valley , CA
+1 831.624.3317
Integrated Wealth Counsel, LLC Website
Investment Services, Insurance-Finance
Claim this listing

About request an edit to this page

Integrated Wealth Counsel is a fee-only wealth management company that assists families and non-profit organization with the goal of stewarding and transferring wealth to successive generations.  We serve business owners, executives, and professionals who are retired or within five years of retirement and who seek to transform a lifetime of success into stable retirement income.

Wealth management includes investment management, comprehensive financial planning, domestic and international tax planning, domestic and international estate planning, asset protection planning, charitable planning, and other aspects of one's life.  We employ the university endowment model of diversification and have a particular focus on cash flow generation.

We believe we best serve those with a net worth of $2 million to $20 million and have a minimum of $500,000 for our firm to manage.