About Us

IWC provides advisors with proven processes, state of the art technology and facilitates coordinated financial plans. We offer analysis, portfolio management, and consulting services to individuals, families, trusts, estates, businesses, and retirement plans. 


IWC follows an “open architecture” model which allows our advisors the freedom to determine where they would like their clients’ assets to be held. Being independent means our advisors are free to recommend only those products and services that address their clients’ needs. 


Our Team

Our team’s experience spans over 5 decades. We work collaboratively, sharing our depth of intelligence and wisdom when addressing the financial challenges our clients face.

Robert Brown, PhD, CFA

Chief Investment Officer

John G. Cataldo, Esq.

President of Advisory Services

Chief Legal Officer

Paul Saganey, CFP

Chief Executive Officer

Rob Brown, PhD, CFA

Chief Investment Officer

Kathy Donnelly

Director of Financial & Accounting

Raymond J. Lucas, CFP

Senior Vice President of

Financial Planning & Training

Heather Provost

Operations Associate

William Beaudoin, CFS

Vice President of Case Design

Richard Austin,

Executive Director

Andy Simpter

Manager of Operations

Derek Chesley

Case Design

Greg Freeman

Advanced Planning Specialist

300 Fifth Avenue, 3rd Floor, Waltham, MA 02451

info@IWCadvisory.com  |   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.

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