Integrated Capital Management is a Comprehensive Wealth Management Firm which specializes in assisting retirees, business owners, corporate executives, physicians, attorneys, and high net worth individuals in meeting their personal financial goals. This includes services such as Personal Financial Management, Retirement Planning, Estate Planning, Risk Management and College Planning.
We understand that in order to live up to our mission of helping our clients live richer lives, we better know something about their values and what’s important to them. Our team works with each client to draft a life plan—a road map of sorts—based on a deep understanding of personal goals, aspirations and resources. We then leverage our broad range of expertise to implement financial strategies that help our clients realize the future they envision.
We advise our clients on all facets of their financial lives, sensitive to how each piece affects the others. Our team of individual experts develops coordinated strategies that seek to provide optimal financial advantage. This coordinated approach eliminates the frustration and unpleasant surprises that often arise when trying to manage a loose network of unaffiliated advisors.
Please send us a message if you're wondering how we can serve you.
Company Details
- Employees
- 6
- Founded
- -
- Address
- 21 E Long Lake Road,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- icapitalmgt.com
- Keywords
- Financial Planning, Retirement Planning, Estate Planning, Risk Management (Life, Long Term Care and Disability Insurance), College Planning, Investment Management, Wealth Transfer Strategies, Fringe Benefit Planning.
- HQ
- Bloomfield Hills, MI
Integrated Capital Management Questions
Integrated Capital Management's website is icapitalmgt.com
Integrated Capital Management's LinkedIn profile is https://www.linkedin.com/company/integrated-capital-management
Integrated Capital Management has
6 employees.
View email and phone details for 6
employees at Integrated Capital Management.
Integrated Capital Management's industry is
Financial Services
Integrated Capital Management's top competitors are
Ameriprise Financial Services, Llc,
Blue Chip Partners,
Kaydan Wealth Management,
Secure Network Solutions Inc.,
Lpl Financial,
Cg Financial Services,
Canopy Wealth Management,
Liberty Station,
Stifel Financial Corp.,
Sequoia Financial Group.
Integrated Capital Management's categories are Financial Services
Integrated Capital Management's founding year is 2010
