Financial, Investment, and Tax Expertise for Your Retirement Transition

Retirement is on the horizon—this is an exciting time! But the excitement can be quickly dimmed by feelings of uncertainty. You’re likely asking yourself:

“Can I pull this off without outliving my savings?”
“How do I pay for health care?”
“What about my family?”

Rest assured, your questions and concerns are valid. After all, you want a sense of security when making important financial decisions. Our wealth management firm in Wilmington and Rehoboth Beach, Delaware, wants to help you feel confident about your retirement transitions.

As your advisory team, we’ll guide you through the three stages of retirement: uncertainty, stability, and reflection. We’re here to answer your questions, simplify complexities, and support you through life’s ups and downs. Let us be the partner that puts you on the path to peace of mind.

As a Registered Investment Advisor, we are legally and ethically obligated to act in your best interest—we wouldn’t have it any other way. Through integrated financial planning, investment management, and tax minimization strategies, we want you to enjoy retirement to the fullest.

Fee-Only Wealth Management Based in Wilmington and Rehoboth Beach, Delaware

Integrated Wealth Management is an independent, fee-only wealth management firm based in Wilmington and Rehoboth Beach, Delaware. This means no commissions and no ties to a large corporation.

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TELL US ABOUT YOURSELF

I’m Ready to Retire or Have Recently Retired

I need professional advice to bring clarity to my retirement picture.

I’m Rebuilding After the Loss of My Partner

I’m seeking experienced, empathetic advisors to help me move forward.

MEMBERSHIPS & ASSOCIATIONS

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RECENT BLOGS

Blog
5 Tools for Estate Planning
5 Tools for Estate Planning

Estate planning is a broad term that encompasses assuring all of your affairs are in order should something happen to you. There are various planning mechanisms that can make up your estate plan. The goal is to help ensure your assets are transferred per your wishes, your finances are managed if you become incapacitated, tax considerations are made, and your plan reduces stress on loved ones who will step in and manage your estate.

Read More →
Create a Path Forward After Losing a Spouse
Create a Path Forward After Losing a Spouse

Losing a spouse is a devastating experience for anyone. No matter the circumstance, there's a level of uncertainty tied to loss, on top of the emotional toll. The advisory team at Integrated Wealth Management is here to provide empathetic support during life’s hard times. We understand this is especially trying for those who were not the ones actively managing the household finances.

Read More →
It’s Game Time if You Want To Retire in the Next 10 Years

Want to retire in the next 10 years? Then you’ve probably had thoughts of buckling down and making sure all your ducks are in a row. But where do you start? In this article, we outline how to lay the groundwork and understand where you stand, financially. We’ll get you thinking about future-proofing your finances and dig into why professional guidance just might be the ticket to retiring with confidence.

Read More →

GET STARTED

Let’s discuss how we can help you get the most out of retirement. Schedule a complimentary, 30-minute call.