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Integrated Wealth Counsel, LLC is a Insurance-Finance business in Carmel Valley
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.
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