BS
Financial Advisor
KS
Wealth Advisor
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Integrated Planning & Wealth Management
Finance · Indiana, United States · 1-10 Employees
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Overview
Headquarters
11495 Pennsylvania St Ste 120, Carmel, I...Phone Number
(317) 706-4748Website
www.integratedpwm.comRevenue
<$5 MillionIndustry
About Integrated Planning & Wealth Management
Integrated Planning & Wealth Management is a financial planning firm based in Carmel, Indiana, specializing in serving optometric practice owners at various stages of their careers. The company offers a range of services including financial planning, wealth management, and practice transition assistance, tailored specifically to the unique needs of optometrists. Their goal is to help clients achieve financial independence and effectively manage their practice finances. With a focus on personalized service, they aim to be a trusted partner for optometry professionals navigating their financial journeys.Explore more
Integrated Planning & Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Integrated Planning & Wea...
<$5M
1-10
Private
-
2011
LL
Lexis LinkousExecutive Assistant & To Integrator & Founder & President
Integrated Planning & Wealth Management Tech Stack
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Integrated Planning & Wealth Management is a financial planning firm based in Carmel, Indiana, specializing in serving optometric practice owners at various stages of their careers. The company offers a range of services including financial planning, wealth management, and practice transition assistance, tailored specifically to the unique needs of... Read More
