About Company

Integrated Wealth Management Group is an independent wealth management firm based in Port St. Lucie, FL that provides personalized financial planning, risk management, cash management, investment planning, retirement and independence planning, business planning, estate planning, and ancillary services with specialized support for Florida Retirement System employees. Integrated Wealth Management Group focuses on building long-term partnerships by treating each client as unique, guiding clients to preserve and grow assets, delivering objective advice through relationships with LPL Financial and IFG Advisory, LLC, and using a discovery-driven process to create customized plans that evolve as client needs change.

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