Integrated Wealth Management LLC

1275 Lincoln Ave. Suite 8

San Jose, California,95125

United States

United States View Map>>

P: (408) 288-7886

www.wemanageyourwealth.com

Description

Integrated Wealth Management focuses on serving families in and around the Willow Glen area and understanding their needs and concerns.  We know that each person's financial situation (goals/objectives) are unique. Since your financial matters are personal and affect every aspect of your life, you need to work with a financial advisor that you ca...more

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Revenue

$2.4 Million

Employees

12

Industries

Investment Banking, Finance .

Recently updated profiles at this company(4 contacts available)

Nicole Morris

Client Services Associate

Adeline Bellot

Administrative Assistant

Sandy Massone

Part of the Marketing Team

Kevin Swanson

Owner, Financial Consultant

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