Managing Your Wealth
WE DO THAT! I am one branch of the Integrated Wealth Management Group located in San Jose. Think of us as your wealth management experts all under one roof.
Working for you as a collaborative team of highly experienced professionals, the Integrated Wealth Management Group combines a wide range of personal financial services expertise and advice into a single, easy to access and communicate with resource for you. Each member is passionate about providing a single-source solution to families who want to get things done properly and focus on what is important to them with all that life can require. Whether it’s tax planning, selling/buying their homes, securing insurance coverage, or concerns about wealth transfer, IWMG brings together a trusted network of select professionals to assist you.
Feel free to call or visit us at:
1226 Lincoln Ave. Ste 200 (Upstairs behind the Buffington House), San Jose, CA 95125
Visit our website at IWMG-SV.com