Who We Are
Integrated Wealth is a specialist network built from the ground up for financial professionals. We exist because we believe every agent and financial advisor deserves access to a trusted bench of experts they can call on when a client's situation demands more. Our team of 7 hand-selected specialists covers the full spectrum of financial strategies — from estate planning strategies and advanced case design to college funding and special needs planning. We're not a referral service. We're a collaborative partner dedicated to helping financial professionals grow their practice, serve their clients at the highest level, and close every case with confidence.
See what it looks like when your clients get the full picture
When a specialist joins your client conversation, everything changes. Watch how IWR helps financial professionals deliver a higher level of service — and why clients never want to go anywhere else.
Specialists who show up ready and work alongside you
Client conversations that close with more confidence
A network built to make you a better financial professional
Frequently Asked Questions
We understand you may have questions. Here are the ones we hear most from financial professionals considering working with IWR.
What exactly is Integrated Wealth Resources?
IWR is a specialist network built exclusively for financial professionals. We connect advisors, agents, and planners with 7 hand-selected specialist disciplines — so you can bring the right expert onto any client case without the hassle of cold referrals or outside searches.
How does the specialist request process work?
Simple. You submit a short request describing your client's situation, and the right specialist reaches out to you directly — fully briefed and ready to work alongside you from the first conversation all the way through to close.
Will working with an IWR specialist put my client relationship at risk?
Never. Every specialist in our network is trained to work alongside you — not around you. Your client stays your client. The specialist comes in to solve a specific problem and steps back when the work is done.
How do I join the IWR network as a financial professional?
Getting started is easy. Click the button below, fill out a short form, and someone from our team will reach out to get you connected to the network and walk you through everything.