Warm holiday greetings to clients and friends in our Rehoboth Beach, Wilmington, and Broader Delaware communities. As 2023 comes to a close, we wanted to not only wish you a happy holiday season but also say thank you for being here.

The Landscape is Ever-Changing

As we reflect on the year that has passed and anticipate the one to come, it's a perfect time to take stock of our lives. The financial markets, global economies, and personal circumstances are not static. It’s this time of year when we often reflect on the change witnessed in our clients and ourselves. From the exciting news of promotions, retirement announcements, travels, and happy family developments, to harder news of health concerns or personal troubles — wherever you stand today, we wish you peace as you navigate the road ahead.

While we live in an ever-changing landscape — it’s our continued hope that our clients lean on us during times of uncertainty or come to us with questions. We’re sure you understand as well as us that reducing financial stress during times of change can make any season of life a bit easier.

Looking back, there are numerous milestones we've crossed together. Our business is not just about numbers and charts; it's about the stories we've built, the confidence we've instilled, and the dreams we’ve watched you realize, step by step.

Navigating the Year Ahead

As we stand on the threshold of another year, we hope that you’re looking ahead with optimism. Our commitment to you remains the same: to remain focused, informed, and proactive as we navigate the path toward your goals and financial peace of mind. While we cannot predict the future with absolute certainty, our combined experience, collaboration, and dedication ensure that your financial well-being remains our top priority.

Here on our blog — we’re dedicated to continuing to share informative articles that are relevant to YOU. We’ll continue to keep you up to date on changes that impact retirees, help you gain a deeper understanding of the various pieces of a well-rounded financial plan, and help keep you motivated and engaged to reach your money and personal goals. We’d love to hear from you — if there’s been a question on your mind, a topic that just isn’t quite clear, or a lingering concern you have about your financial journey — tell us and we just might cover it the months ahead!

Wishing You Well in 2024

As we gather with our loved ones this holiday season, let's take a moment to reflect on the year gone by, to express gratitude for the lessons learned, and to kindle hope for the future. May this festive season bring you joy, warmth, and moments of reflection. And as we venture into the new year, let us carry forward a spirit of optimism and an unwavering trust in our journey together. Warmest wishes for the holidays, and here's to a prosperous and fulfilling year ahead.

About Integrated Wealth Management

Integrated Wealth Management is owned by Burt Hutchinson, CPA, CFP®. We’re a CPA-led organization, meaning we’re here to handle your complex tax scenarios and provide cost-saving insight related to your financial plan.

We’re here to guide you through the 3 stages of retirement:

Uncertainty Stage: When you are within 10 years of retirement and have questions about how to make it work
Stability Stage: When you have reached the financial milestone to retire comfortably and confidently
Reflection Stage: When you are looking to leave a legacy

We are also here to provide experienced, empathetic support during times of loss, such as the death of a life partner. You need confidence and a sense of security to enjoy retirement. As fiduciaries with a fee-only structure, we never receive commissions. Free of ulterior motives, you can be sure we’re focused on your goals.

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Disclosure Statement:

This presentation is not an offer or a solicitation to buy or sell securities. The information contained in this presentation has been compiled from third-party sources and is believed to be reliable; however, its accuracy is not guaranteed and should not be relied upon in any way whatsoever. This presentation may not be construed as investment, tax, or legal advice and does not give investment recommendations. Any opinion included in this report constitutes our judgment as of the date of this report and is subject to change without notice.

Additional information, including management fees and expenses, is provided on our Form ADV Part 2 available upon request or at the SEC’s Investment Adviser Public Disclosure website, Past performance is not a guarantee of future results.