About

 Integrated Wealth Partners is an independent wealth management firm serving business owners, families, and individuals throughout Wisconsin and beyond from our offices in Eau Claire and Wausau.

Guided by our Wealth With Purpose philosophy, we help clients bring greater clarity, confidence, and strategic direction to their financial lives. Our integrated approach brings together comprehensive wealth management, tax planning and strategy, legal and estate planning, and risk management to help ensure each area of a client’s financial life works together.

We have a particular passion for working with business owners through every stage of their journey; from growth and expansion to succession, transition, and life after the business. By collaborating closely with our clients and their other professional advisors, we help turn complex financial decisions into coordinated, actionable strategies.

At Integrated Wealth Partners, our goal is simple: understand what matters most to our clients and help them use their wealth with greater purpose.

Integrated Wealth Partners is an independent wealth management firm serving business owners, families, and individuals throughout Wisconsin and beyond from our offices in Eau Claire and Wausau.

Guided by our Wealth With Purpose philosophy, we help clients bring greater clarity, confidence, and strategic direction to their financial lives. Our integrated approach brings together comprehensive wealth management, tax planning and strategy, legal and estate planning, and risk management to help ensure each area of a client’s financial life works together.

We have a particular passion for working with business owners through every stage of their journey—from growth and expansion to succession, transition, and life after the business. By collaborating closely with our clients and their other professional advisors, we help turn complex financial decisions into coordinated, actionable strategies.

At Integrated Wealth Partners, our goal is simple: understand what matters most to our clients and help them use their wealth with greater purpose.