Integrated Wealth Solutions, LLC



195 Route 9 South - Suite 204
Manalapan, NJ 07726

425 Madison Avenue - Suite 902
New York, NY 10017

Toll Free: (844) 442-6468


(732) 972-6700

Our Mission Statement

Integrated Wealth Solutions, LLC was formed to fill the financial void we experienced when working with family and their estate plans and elder law matters.  By being intimately involved with families’ legal, financial, and tax issues, we can help ensure that our plans, and our client’s goals, are maintained.  As fiduciaries, the client’s best interests come first.  Always.