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Integrated Wealth Management
San Jose, Santa Clara

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Integrated Wealth Management

San Jose, Santa Clara

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    About Integrated Wealth Management
    Professional experience
    Welcome, ladies and gentlemen, Today, we would like to introduce you to Integrated Wealth Management, a leading provider of comprehensive wealth management services in San Jose, CA. Our goal is to help individuals and families achieve their financial objectives through personalized strategies and expert guidance. At Integrated Wealth Management, we understand that managing wealth goes beyond simply investing money. It requires a deep understanding of our clients' financial goals, risk tolerance, and unique circumstances. That is why we take a holistic approach to wealth management, integrating various aspects of financial planning to create tailored solutions. Our team, led by Sandy Swanson, brings years of experience and expertise in financial advising. With a prime location at 1226 Lincoln Ave, Ste 200 in San Jose, CA, we are conveniently accessible to our clients within a 1.0-mile radius. When it comes to our services, we offer a wide range of options to cater to the diverse needs of our clientele. From investment management to retirement planning, estate planning to tax strategies, we are committed to helping our clients optimize their wealth and achieve their long-term financial goals. What sets us apart from other wealth management firms is our dedication to providing personalized attention and exceptional service. We understand that each client is unique and has specific financial aspirations. Through in-depth consultations, we gain a thorough understanding of your individual needs and craft strategies tailored specifically to you. Integrated Wealth Management is registered as a fiduciary and operates as a Registered Investment Advisor. This means that we are legally bound to act in your best interest at all times. We strive to provide transparent and objective guidance without the conflicts of interest often associated with commission-based financial services. We are proud to serve not only San Jose but also the surrounding areas of San Francisco and Palo Alto. Our commitment to excellence, integrity, and client satisfaction has earned us a reputation as one of the top wealth management firms in the region. To learn more about Integrated Wealth Management and the services we offer, please visit our website or reach out to us directly. We encourage you to explore our LinkedIn page, where you can find more information about our team, including Brandon R, who is an industry professional with expertise in accounting, marketing strategy, financial analysis, and graphic design. Thank you for your time, and we look forward to the opportunity to assist you in achieving your financial goals.

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    Location

    San Jose, Santa Clara (95101)

    Important to know

    • Weekdays  00:00 - 00:00
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    Business hours
    Weekdays  00:00 - 00:00
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    • English
    SpeaksEnglish
    Business hours
    • Weekdays  00:00 - 00:00
    • Sat  00:00 - 00:00
    • Sun  00:00 - 00:00
    Business hours
    Weekdays  00:00 - 00:00
    Sat  00:00 - 00:00
    Sun  00:00 - 00:00
    Speaks
    • English
    SpeaksEnglish
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