Integrated Wealth Management LLC

1275 Lincoln Avenue Suite 8
San Jose, California 95125
United States View Map >>

P: (408) 288-7886
F:
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
2400
Employees
12

Industries

Investment Banking

Recently updated profiles at this company (3 contacts available)

Kevin Swanson
Owner, Financial Consultant
Adeline Bellot
Administrative Assistant
Sandy Massone
Client Experience Specialist
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