As the year comes to a close, we want to wish you a happy holiday season! Whether you’ve turned to us for reliable information or trusted us with your retirement plans — thank you. We can all agree the past 18 months have been a unique period of time. On top of uncertainty surrounding the pandemic, many are navigating career changes, new work environments, and health concerns.
Challenges aside, there were also many moments we celebrated alongside our clients this year. 2021 saw retirement milestones, growing families, career success, a return to travel, and reuniting with friends and family. It’s these celebratory moments that make us proud, even if life isn't 100% back to normal.
As we head into the new year, it’s the perfect time for reflection. We hope you join in our optimism about the future. Here’s a glimpse into 2022 for Integrated Wealth Management.
Looking Forward From Our Wilmington, DE Office
From our Wilmington, DE office — we look forward to continually serving working professionals and business owners focused on making their retirement dreams a reality. As more clients began visiting us in person again this year, we remembered the importance of the personal connections we create. And thanks to technology, we hope you feel like we haven’t skipped a beat!
While many live in the local area, others regularly channel through as they head to neighboring metropolitan areas, allowing us to meet with clients from New Jersey, Pennsylvania, Maryland, or anywhere for that matter.
Fee-Only Wealth Management in Rehoboth Beach, DE
With northern Delaware covered by the Wilmington office, our second location in Rehoboth Beach covers Southern Delaware and those along the coast. Our goal from the beginning in adding this second location has been to fill a need in the market by bringing fee-only wealth management services to the beach.
Whether you have a vacation home, work in the area, or have retired to the coast — we can efficiently serve your retirement planning needs with our two locations.
Retirement Planning with Integrated Wealth Management
When we say fee-only wealth management and retirement planning — we mean zero commissions. It’s this trait that allows us to build trust before you even walk in our door. With clear communication and expectations, you’ll never be faced with surprises or hidden fees.
We’re confident in our process and investment strategy. While the world around us is ever-changing, we’re dedicated to being the stable partner you can count on when it comes to your personal finances. Building personalized retirement plans that help you build wealth through careful tax consideration and our evidence-based investment strategy is what we do.
Our New Years Wish For You
At the end of the day, we want to help you enjoy your retirement to the fullest. We encourage you to take the time to reflect on the good that has come from the past year and focus your energy on the positive things that are sure to come in 2022.
We wish you happiness and good health in the 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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