Rossi & Associates

Financial planning is a big topic. It is important to know what concepts, techniques and solutions best fit your personal situation. Most people have no idea of where to begin and often make a plan by adding things that can counter the effectiveness of decisions they have made or will make later. While we cannot change the past, we can put you on a path to a better future. What does the future look like? Will you be working? Will you be downsizing a home? Will you need to turn investments into income? Organizing your financial life doesn t have to be overwhelming. Our clients find that with their financial plan in order, they can think more clearly about the future and make better decisions, allowing them to be free to enjoy life.

Integrated Wealth Management Group sees each of our clients as unique individuals with very different financial situations and goals. We also understand that in any successful partnership each partner must master and perform their designated roles. Our role is to continually guide you as you work to preserve and build your hard earned assets. Your role is to make financial decisions that will help you pursue your goals. Our emphasis is on professional service, not sales. This helps ensure our clients' financial issues are properly managed. We complete a thorough analysis of each client`s objectives including cash-flow requirements, estate and retirement planning, investment goals, and risk tolerance before tailoring an investment approach.