Ian Davis, Owner
I’m Ian Davis and I’d like to thank you for visiting our website. When I started Integrated Wealth Solutions, I had the vision of a company that would help business owners and professional firms build wealth and grow successfully.
We would provide comprehensive long-term financial planning as well as disciplined asset class investment strategies on a fee-only basis. Additionally we have built and will continue to build relationships with a wide range of people who can help our clients with solutions to any problems beyond our expertise.
We have never taken for granted the fact that our clients trust us with far more than financial assets.
We know that their dreams, their aspirations, and the well-being of their families also depend on our prudent counsel. As our clients benefit from simplified financial affairs and confidence in the future, they come to understand the most important benefit of our broad experience and proven processes - peace of mind.
I invite you to take your time as you browse our web site and learn more about our firm and the commitment we continue to make to the success of our clients in their pursuit of excellence, peace of mind and sense of personal satisfaction. I hope you will find it helpful and enlightening. Should you have any questions, or want to take the first step, please don’t hesitate to contact us.