Integrated Wealth Management`

Integrated Wealth Management is a firm that provides comprehensive financial planning, asset management, investment and insurance consulting. Gary is an innovative force in the financial planning field. For over two decades he has taken a progressive approach in serving affluent business owners, families and individuals. As an outgrowth of Mr. Hager’s emphasis on holistic planning, he has developed a system for investment success called the Hub and Spoke™ Wealth Integration model. The Hub and Spoke™ Wealth Integration model uses a carefully prepared Investment Policy Statement (IPS) coupled with a substantial allocation to alternative investment platforms. This system has achieved a remarkable consistency of positive returns in all market conditions for the past 11 years. Completing the process is an web based reporting system which is used by his clients to view their entire financial picture at one time and in one place from anywhere they may be.