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VerifiedFinancial Services· Founded 2023

Integrative Wealth Management, Llc

Based on Florida's east coast, Integrative Wealth Management provides professional investment planning and wealth management services. Our Financial Advisors create custom portfolios built around your lifestyle, needs and goals. Allowing you to focus on what's most meaningful to you and your future. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social. This information is intended for use only by residents of [AL, AZ, CA, CO, CT, DE, FL, GA, IL, IN, IA, LA, MD, MA, MI, MS, MO, NV, NH, NJ, NY, NC, OH, OK, PA, RI, SC, TN, TX, UT, VT, VA, WA, WV, WI, WY] John Demers (Owner, Senior Financial Advisor)- CA Insurance License: 0M08851, Resident State Florida

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HeadquartersOrmond Beach, United StatesEmployees5(1 to 10)Founded year2023Websiteintegrativewm.comLinkedIn profileLinkedIn

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Top roles at Integrative Wealth Management, Llc

4 distinct titles indexed · top 4 shown.

  • 1financial consultant
  • 1incoming wealth management summer analyst i integrative wealth management
  • 1owner - senior financial advisor
  • 1senior vice president financial advisor pim portfolio manager

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