We at Integrated Wealth Management (IWM) strive to help you achieve your life goals, experience financial piece of mind, transform your financial affairs and develop lifelong relationships with our team.
IWM offers access to highly respected and renowned educators and speakers as learning opportunities for our clients, as well as shareholder events and investment related seminars. We host an Annual Economic Summit, early each year that provides our clients with an economic overview for the coming year. We also host a variety of investment seminars during the year at the beautiful Portales Theater in our office building. Review the upcoming events in our calendar with information on how to enroll.