Integrated Wealth Partners

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United States
Eau Claire, WI
Integrated Wealth Partners

Integrated Wealth Partners is rooted in the principals of trust, transparency, & education. Securities offered through LPL Financial, Member FINRA/SIPC.

www.finra.org www.sipc.org Investment Advice offered through Advisors' Pride, a registered investment advisor. Advisors' Pride and Integrated Wealth Partners are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.integratedwealthpartners.com

11/26/2025

Coming to you from our little ones' Thanksgiving feasts at school to share a quick reminder about our upcoming Thanksgiving hours.

11/24/2025

Office unity level: 80%. A great day for the Packers... and a character-building day for our resident Vikings fan 😉

07/28/2025

We had a wonderful time this past Thursday hosting our client appreciation evening at the beautiful Zoromski Family Homestead Farm! 🐄 Area clients and friends joined us for signature old fashioneds, wood-fired pizza, dessert, music, and great conversation.
It was such a joy to relax, connect, and enjoy a summer evening together. Thank you to everyone who joined us—we're so grateful for your trust, friendship, and support!

04/08/2025

🗓️ Remember, April 15 isn't just the tax deadline—it's also your last chance to contribute to your IRA for the year! Make sure you maximize your potential tax benefits and secure your financial future. Don't miss out on the opportunity to invest in your retirement.

04/02/2025

April is National Financial Literacy Month! 📚💡 At Integrated Wealth Partners, we believe in empowering you through education to make informed financial decisions. Whether you're planning for retirement, saving for college, or just trying to manage your daily finances, we're here to help you build a secure and prosperous future. Stay tuned, learn with us, and take control of your financial destiny!

03/24/2025

Investing can seem complex, but it doesn't have to be! Here are three essential tips every investor should know. Whether you're a seasoned investor or just starting out, Integrated Wealth Partners is here to support your investment journey. 📊🌱

03/10/2025

Did you know that starting your retirement planning early can significantly impact the quality of your retirement life? Let's talk about how smart planning today can lead to a happier tomorrow. 🏖️💼

03/06/2025

Big News at Integrated Wealth Partners! 🌟We're excited to announce that our founder, Justin, has earned the prestigious Certified Exit Planning Advisor (CEPA) designation! This certification enhances his expertise in guiding business owners through significant transitions, like selling their business. With Justin's new CEPA skills and our holistic approach, we're ready to help business owners integrate Wealth Management, Tax Strategy, Legal, and Insurance/Risk Management into a seamless exit strategy.
📈 Are you a business owner planning your next big move? Let's chat about how we can help maximize your business's value and align it with your future goals. Reach out to schedule a conversation with Justin!

03/04/2025

Tax deadline looming? Let us ease your last-minute worries. Integrated Wealth Partners is here to help you navigate through your tax planning and ensure you're taking advantage of all the opportunities to minimize your liabilities. Remember, it's not just about filing; it's about strategizing for your future.📑🕒

11/19/2024

🎉 What a fantastic evening at our new Eau Claire office! 🌟 Thirsday night, Integrated Wealth Partners was thrilled to host our clients for an appreciation event filled with delicious food, refreshing drinks, and lively music.

A heartfelt thank you to everyone who joined us and made the evening truly special. We are grateful for your trust! Check out a few snapshots from the event! 📸

11/02/2024

Part of the Integrated Wealth Partners team had a spook-tacular time celebrating Halloween together! 🎃 We hope your Halloween was filled with fun, safety, and a little bit of spooky magic! 🍬

10/22/2024

Please help us welcome Maggie to the IWP Team! 👏🥳 Maggie James, a Cincinnati native, graduated from the University of Cincinnati in 2015 with a degree in Nutritional Sciences and a Minor in Business Administration. She brings a unique blend of expertise to her role as our Client Experience Specialist, where she enhances client experience by organizing client data, assisting with strategy and action meeting preparation, and implementing processes for client action items. As the first point of contact, Maggie warmly welcomes client calls, helping us deliver top-notch service. Outside of work, Maggie is passionate about all things health and wellness. She enjoys boating, running, and spending quality time with her husband Kurt, their daughters Maci and Riley, and their dog Chase. Welcome to the team, Maggie!

Address

3300 Birch Street, Suite 2B
Eau Claire, WI
54703

Telephone

+17155630486

Website

http://www.IntegratedWealthPartners.com/

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