• Wealth Accumulation
  • Estate and Trust Planning
  • Virtual Family Office
  • Retirement Planning

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Wealth Management for High Net Worth Individuals

Wealth Management Services Winter Park, FL

Integrated Wealth Strategies, LLC is a boutique accounting and tax firm that specializes in working with high net worth individuals, multi-generational families, entrepreneurs, executives, and other affluent clients. We pride ourselves on becoming trusted advisors to our clients by providing a high-level of personal services, expert financial advice, and effective solutions you would usually expect to find only when working with a much larger firm.

Trust and Estate Planning

Our typical client is usually looking to integrate all aspects of their wealth to help secure their future and the future of their loved ones. Our firm offers a complete suite of services to clients who have complex financial scenarios including family businesses, investments, trusts and large estates. We will work with you to understand your individual financial goals in order to develop a complete estate plan that will minimize your tax obligations, preserve and protect assets, and transfer family wealth to future generations.

Financial Planning for Your Family

As financial professionals, we are aware of the unique concerns of high net worth individuals, closely held business owners, and affluent families. When you work with us, we get to know you and your unique financial situation as well as your overall estate planning and wealth management goals so we can tailor our recommendations to guard your wealth from liability and estate taxes, help you invest for the future, and transfer wealth seamlessly to your heirs.

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Wealth Management

financial advisory services

Financial Advisory

From retirement planning and exit strategies to financial planning and family office services, we cover all the wealth management services you and your family needs to plan for the future.

estate and trusts

Estate Planning

Discover the peace of mind that comes from planning ahead for your loved ones. We'll establish an estate plan that allows you to transfer wealth to your heirs with minimal tax consequences.

tax services

Tax Services

It's never too early to start managing your wealth with proactive tax strategies. Turn to us for individual tax planning, tax return preparation and estate planning.

who we serve

Who We Serve

Integrated Wealth Strategies, LLC works with high net worth individuals in  Winter Park who want to manage their wealth to preserve and protect assets for the next generation.