At Integrated Capital Management, we have specialized experience working with corporate executives on their personal financial planning. We know that their lives are overwhelmingly busy with work and family.

Retaining an advisor that enables you to spend more time in your position and with your family can be one of the best ways to give you peace of mind. Most of our corporate executive clients have an understanding of personal financial concepts, but do not have the time to dedicate to the task.

As our client’s trusted advisor, our goal is to maximize their employer’s benefits such as stock options, restricted stock, 401(k) plans, and overall corporate benefits. Our comprehensive process utilizes these benefits so that they are part of a coordinated plan to meet their goals.

For more information, contact us today to schedule some one-on-one time with one of our advisors.

We work with each client to draft a life plan, a road map of sorts, based on a deep understanding of personal goals, aspirations and resources.

Meet the team