Integrated Wealth Management is a financial advisory firm with offices in Wilmington and Rehoboth Beach, Delaware. As fee-only financial advisors, we don’t charge a commission, we charge a fee in exchange for our services. Our clients have come to appreciate this simple business model due to the transparent nature and added assurance that our recommendations are not commission driven.
Our fee-only structure is the foundation for a business built on trust and transparency. Furthermore, our local presence throughout the state allows us to meet our clients where they are. Our local presence also means we live and work in the same community as you, we understand where you’re coming from when sharing your retirement dreams and goals.
Fee-Only Financial Advisor in Wilmington & Rehoboth Beach, Delaware
Having two locations allows us to serve Delawarians wherever they reside. With Wilmington’s central location, it’s not uncommon for us to meet with clients from Pennsylvania, New Jersey, or even New York. You don’t have to be a Delaware resident to work with Integrated Wealth Management.
In Rehoboth Beach, we regularly connect with both new and existing clients. We’ve watched long-time clients retire to this area while regularly meeting new clients who are transplants from throughout New England ready to enjoy their retirement years on the Delaware coast. Many have found there are benefits to working with a local fee-only financial advisor right in Sussex County.
Why Local Matters When It Comes to Working with a Financial Advisor
Whether you’re working in Wilmington, retired in Rehoboth Beach, or enjoy traveling to our great state, we are in the business of making real connections and building relationships. It’s common for working individuals to meet with an advisor through their work-sponsored retirement plan. While that interaction may be great for getting your account established and for young investors, many find the service doesn’t bring them the level of confidence they’re seeking in their retirement plans.
When it comes to your retirement, you only have one shot. Your golden years are far too important to not take planning seriously. We’re not knocking any other advisors, their services simply differ from ours, we serve different purposes. They may assist in selecting where to invest your funds and answer technical questions, but a thorough retirement plan is far more than a 401(k) or pension.
When you partner with a local financial advisor, you can meet in person, allowing for more direct and meaningful communication. This fosters stronger relationships while building trust, ultimately leading to confidence in your financial future. We like that you can ask questions, seek clarification, and discuss your concerns directly.
Beyond the face-to-face interaction, you can lean on our local market expertise and community connections. Founder and Financial Advisor, Burt Hutchinson is personally connected to the University of Delaware, supports local organizations like Camp Barnes, and remains involved in the community as a business owner, resident, and family member. While many appreciate working with fellow community members, we’re also here to help you where we can. Need a recommendation? Just ask.
Our Full-Service Approach to Retirement Planning
At Integrated Wealth Management, we create customized plans aimed at meeting your goals. You’ll meet with us face-to-face, and we’ll learn about you while creating a retirement plan to help you navigate the years ahead with confidence. Beyond all the planning, we want you to live the life you’ve envisioned for yourself. Ready to learn more? Schedule a meeting with us today.
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.
Continued Readings:
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https://www.heart.org/en/healthy-living/fitness/fitness-basics/aha-recs-for-physical-activity-in-adults?gclid=Cj0KCQjw7uSkBhDGARIsAMCZNJuwn8YVVtV18R5RqzLGPj6GKz8nWf6ONgm8UVe4FCrVRqmrklQKkVwaAunREALw_wcB
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.