Integrated Wealth Concepts

Integrated Wealth Concepts (IWC) is a national financial advisory firm with offices throughout the country. We specialize in wealth management strategies customized for the needs of our individual clients.


Choosing the right team to manage your wealth is an important decision. During periods of increased uncertainty in the financial markets you need objective advice. From securities and portfolio analysis to asset allocation and managed accounts, IWC advisors operate as a fiduciary to their clients by placing their clients’ needs above all else.

Why Integrated Wealth Concepts?

Multi Custodial
Lifetime Income Model
    for Retirees


Dynamic Approach 
to Investing
Investment Policy Statements
Pension Plan 
Asset Strategies

 Contact Us

For any inquiries, please call or email us:

781-890-3045   |

Our Address

300 Fifth Avenue, 3rd Floor

Waltham, MA 02451

Please complete your contact information here:


300 Fifth Avenue, 3rd Floor, Waltham, MA 02451  |   781-890-3045

Investment advice offered by Integrated Wealth Concepts LLC, (IWC) a federally registered investment adviser.  Investments: Not FDIC Insured • No Bank Guarantee • May Lose Value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and IWC’s charges and expenses. IWC’s services are designed to assist clients in achieving discrete financial goals. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client's financial situation and do not incorporate specific investments that clients hold elsewhere. For more details about IWC and its advisory programs, including important conflict of interest disclosures, please see our Form ADV Part 2 and other disclosures. Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where IWC is not registered.

Business Continuity Summary Plan​