Eric Wikstrom

Eric Wikstrom Email and Phone Number

Founder of Integrated Wealth Strategies,LLC @
Eric Wikstrom's Location
Mercer Island, Washington, United States, United States
Eric Wikstrom's Contact Details

Eric Wikstrom personal email

n/a
About Eric Wikstrom

Eric Wikstrom formed Integrated Wealth Strategies, LLC to provide objective tax, financial planning and unique retirement plan advice to individuals. Eric's specialty is understanding the Internal Revenue Code which allows individuals to truly "self-direct" their retirement funds (IRAs and Solo 401k plans) into investments that "traditional" financial services firms won't allow.Eric has been a guest lecturer at real estate, IRA seminars and investment clubs nationwide speaking on why you should consider "thinking outside the box" if you're truly interested in growing your retirement assets. Eric is an industry expert in the Unrelated Business Income Tax and has been a guest speaker on many investment webinars and has consulted to CPA firms and IRA Custodians.If you'd like your "financial" advisor to truly be objective and understand not only the investment, but tax implications of your important financial decisions, you should contact Eric Wikstrom, CPA, CFP.

Eric Wikstrom's Current Company Details
Integrated Wealth Strategies,LLC

Integrated Wealth Strategies,Llc

Founder of Integrated Wealth Strategies,LLC
Eric Wikstrom Work Experience Details
  • Integrated Wealth Strategies,Llc
    Founder
    Integrated Wealth Strategies,Llc 2005 - Present
    Formed in 2004, IWS specializes in consulting to individuals, the self-employed and small business owners to set up retirement plans that are entirely directed by the business owner. Most self-employed clients utilize the "Solo 401k" to invest their retirement funds into real estate, business ventures and other debt financing opportunities.
  • Lydian Wealth Management
    Director - Investment Management
    Lydian Wealth Management 2003 - 2004
    Kirkland, Wa
    Provided customized investment management and tax estate planning solutions to high net worth individuals and families.
  • Mycfo
    Principal - Investment Advisory Services
    Mycfo 2002 - 2003
    Seattle, Wa
    Directed Investment Advisory business for Seattle office providing tax, estate and investment management strategies for west coast based clients.
  • Arthur Andersen
    Manager - Investment Advisory
    Arthur Andersen 1999 - 2002
    Seattle, Wa
    Managed Investment Advisory practice providing tax and financial planning guidance for technology company executives with concentrated stock option positions.
  • Metlife Capital
    Marketing Director - Equipment Finance
    Metlife Capital 1994 - 1998
    Bellevue, Wa
    Developed, marketed and analyzed lease origination and secondary transactions of real estate, transportation and manufacturing equipment.
  • Gatx Capital
    Director
    Gatx Capital 1991 - 1994
    San Francisco, Ca
    Structured tax sensitive, leveraged lease aircraft and railroad transactions.

Eric Wikstrom Skills

Investments Retirement Planning Strategic Financial Planning Finance Small Business Real Estate Financial Analysis Iras Tax Alternative Investments Financial Planning Corporate Finance 401k Asset Management Due Diligence Start Ups Funding Wealth Management Services Entrepreneurship Financial Structuring Banking Asset Managment Income Tax Corporate Tax Tax Advisory Business Development Marketing Microsoft Office Microsoft Excel Asset Allocation Financial Services Partnership Taxation Tax Compliance

Eric Wikstrom Education Details

Frequently Asked Questions about Eric Wikstrom

What company does Eric Wikstrom work for?

Eric Wikstrom works for Integrated Wealth Strategies,llc

What is Eric Wikstrom's role at the current company?

Eric Wikstrom's current role is Founder of Integrated Wealth Strategies,LLC.

What is Eric Wikstrom's email address?

Eric Wikstrom's email address is ew****@****ies.com

What is Eric Wikstrom's direct phone number?

Eric Wikstrom's direct phone number is +120694*****

What schools did Eric Wikstrom attend?

Eric Wikstrom attended Golden Gate University, University Of Washington.

What skills is Eric Wikstrom known for?

Eric Wikstrom has skills like Investments, Retirement Planning, Strategic Financial Planning, Finance, Small Business, Real Estate, Financial Analysis, Iras, Tax, Alternative Investments, Financial Planning, Corporate Finance.

Not the Eric Wikstrom you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.