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@iwealthstrategies.com
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3 phones found area 206
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LinkedIn matched
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Eric Wikstrom is listed as Founder at Integrated Wealth Strategies,LLC, based in Mercer Island, Washington, United States. AeroLeads shows a work email signal at iwealthstrategies.com, phone signal with area code 206, and a matched LinkedIn profile for Eric Wikstrom.
Eric Wikstrom previously worked as Director - Investment Management at Lydian Wealth Management and Principal - Investment Advisory Services at Mycfo. Eric Wikstrom holds Masters Of Science, Taxation from Golden Gate University.
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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.
Listed skills include Investments, Retirement Planning, Strategic Financial Planning, Finance, and 29 others.
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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.
Kirkland, WA
Provided customized investment management and tax estate planning solutions to high net worth individuals and families.
Seattle, WA
Directed Investment Advisory business for Seattle office providing tax, estate and investment management strategies for west coast based clients.
Seattle, WA
Managed Investment Advisory practice providing tax and financial planning guidance for technology company executives with concentrated stock option positions.
Bellevue, WA
Developed, marketed and analyzed lease origination and secondary transactions of real estate, transportation and manufacturing equipment.
San Francisco, CA
Structured tax sensitive, leveraged lease aircraft and railroad transactions.
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Eric Wikstrom works for Integrated Wealth Strategies,LLC.
Eric Wikstrom is listed as Founder at Integrated Wealth Strategies,LLC.
AeroLeads has found 1 work email signal at @iwealthstrategies.com for Eric Wikstrom at Integrated Wealth Strategies,LLC.
AeroLeads has found 3 phone signal(s) with area code 206 for Eric Wikstrom at Integrated Wealth Strategies,LLC.
Eric Wikstrom is based in Mercer Island, Washington, United States while working with Integrated Wealth Strategies,LLC.
Eric Wikstrom has worked for Integrated Wealth Strategies,Llc, Lydian Wealth Management, Mycfo, Arthur Andersen, and Metlife Capital.
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Eric Wikstrom holds Masters Of Science, Taxation from Golden Gate University.
Eric Wikstrom is listed with skills including Investments, Retirement Planning, Strategic Financial Planning, Finance, Small Business, Real Estate, Financial Analysis, and Iras.
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