Our Approach

Independence is a key component of our core philosophy allowing us to provide each client with customized services and solutions to address their specific, complex needs. Helping our clients pursue their financial goals is our highest priority. Delivering personalized plans with a boutique experience, our clients take comfort in our flexible approach.

Services

Destination Portfolios  

The objective of the Destination Portfolios is to provide each client with the

freedom of knowing they will be able to address their goals at each life phase.

Lifetime Income Model 

The Lifetime Income Model is designed to analyze and implement a strategic retirement income distribution plan with the goals of increasing clients’ income and minimizing risk. In addition, the Lifetime Income Model may provide a level of tax efficiency and help preserve assets.

Business Owner Model

We offer an integrated platform for our successful business owner clients to access the necessary skills and expertise for the management, distribution and transfer of their business while coordinating their personal wealth management goals.

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.