Integrated Wealth Strategies, LLC

Book an Appointment
Integrated Wealth Strategies, LLC is an independent, tax and retirement consulting firm that does not sell any financial product. We only provide objective guidance and education based on your personal situation, thoughts and ideas.
Mon
11:00 AM - 4:00 PM
Tue
10:00 AM - 3:00 PM
Wed
9:00 AM - 3:00 PM
Thu
Closed
Fri
9:00 AM - 2:00 PM
Sat
Closed
Sun
Closed

Open today until 3:00 PM

Our Services

Existing IWS Solo 401k clients only - Pension Plan Amendment phone discussion
Phone consultation with existing clients only to discuss recent Pension Plan Amendment document revision.
30 Minute - Tax/retirement plan consultation
In-person or phone consultation regarding tax, retirement and general financial planning issues.
1 Hour - Tax/retirement plan consultation
In-person or phone consultation regarding tax, retirement and general financial planning issues.
2 Hour - Tax/Retirement plan consultation
In-person or phone consultation regarding tax, retirement and general financial planning issues.

Our Staff

E
Eric Wikstrom