top of page
five birds flying on the sea_edited_edited.png

Your Money
Reimagined

Integrated Wealth Planning

Bring your dreams into focus.

At Integrated Wealth Planning (IWP), we work closely with retirees, business owners, ultra-high net worth families, and corporate executives to replace worries and anxieties with the confidence that your financial matters will be handled appropriately and according to your vision.

​

Stop wasting moments. Start living them.

​

Sign up for our newsletter!
Send Us a Message

Investment advice offered through Integrated Financial Partners, doing business as Integrated Wealth Planning, a registered  investment advisor.

​

Click on the links for a copy of the Firm ADV and Client Relationship Summary.

​

David Kline CA Insurance #0J15578

  • LinkedIn

Thanks for submitting!

bottom of page