Tailored Investment Portfolio Design

More than merely recommending investments, we're your gateway to a transformative financial future. Through our partnership with a trusted wealth management platform, we facilitate meticulously designed solutions tailored to your preferences and financial goals. Together, we adapt these strategies to any changes in your financial circumstances.

IWP's four-point integrative approach:

  1. Understanding Your Needs: the first step in our portfolio design process involves thoroughly understanding your financial situation, goals, and risk tolerance. We deeply engage with you to comprehend your needs, preferences, and vision for your financial future.
  2. Designing the Portfolio: based on our understanding, we construct a customized portfolio that aligns with your financial goals, investment timeline, and risk tolerance. This portfolio can include a variety of asset classes, such as equities, bonds, private equity, and private debt, all selected to best serve your specific needs.
  3. Tailoring the Investments: not every investment is suitable for every client. We select investments that fit your needs, taking into account factors such as your income requirements, tax situation, and your long-term financial goals. This tailored approach ensures your portfolio truly reflects your personal financial landscape.
  4. Continuous Portfolio Monitoring: market conditions and personal financial situations can change over time. We monitor, adjust, and actively engage with you to ensure that your portfolio reflects these changes. This process of regular oversight helps your portfolio remains finely tuned to your evolving needs and market dynamics.

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Client Spotlight

Jeff & Kathy Shapiro

Integrative Wealth Partners' wealth management services have been exceptional. Their approach, expertise, and customer focus helped us gain clarity about our financial picture. During job changes, their sound thinking and ingenuity supported us, and their holistic approach influenced our long-term goals.

They prioritize our retirement plans and tailor their services to our needs, making us feel like a top priority. Their commitment to our financial growth and stability is invaluable, and they feel like an extended part of our family. We highly value their dedication to our aspirations and to securing our financial future.

Jeff and Kathy Shapiro are clients of Integrative Wealth Partners. Jeff and Kathy Shapiro were not compensated for their testimonial.  CRN202507-4809407

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Getting to
know you

We want to know about you: your goals, your hopes, your concerns – even your fears. Getting to know each other is the first step in establishing a great relationship, and there's no substitute for real, face-to-face time together!



Your situation and your goals are unique to you: we get into the nuts and bolts. Gaining deeper insight about your most important life and financial goals means that we can build a plan and tailor our advice to you personally.



We know where you are, and where you want to be. Now your personal planner and their team of specialists start building a customized plan to get you there. We'll walk you through each recommendation, step by step, to make sure it aligns with your goals.



With your approval on our recommendations, we take a hands-on approach and put your plan into action. We'll set up your convenient and secure personal finance website, so you'll always have access to your information.


on track

Guided by your preferences, your planner will establish an ongoing schedule. We'll stay on top of your goals, and update you as conditions change so that you're always headed in the right direction.



The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites, nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.