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Wealth By Design

At Integrated Wealth Management, we believe great financial advice starts with understanding what matters most to you. Your goals, your values, and your vision for the future deserve more than a standardized plan. That’s why we take a personal, relationship-focused approach to wealth management.

We act in the best interest of our clients as advisors, prioritizing clarity over complexity and long-term trust over short-term transactions. Our goal is to help make the financial landscape easier to navigate so you can move forward with confidence.

If you are seeking a thoughtful, values-based partnership that puts your interests first, we invite you to begin a conversation with us. It could be a meaningful step toward your financial future.

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Our Story

Our Story

Integrated Wealth Management, LLC was founded by Cody Rickaway, a seasoned professional with over a decade of experience in the wealth management business. His unwavering belief is that an individual’s financial well-being should be assessed comprehensively as a whole, rather than as isolated components.

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Who We Serve

We specialize in serving a diverse range of clients, including individuals, families, institutions, not-for-profit organizations, and endowments, who share our dedication to a disciplined, long-term approach to wealth management strategy.  We prefer to foster long-term relationships with our clients.

Individuals & Families

Individuals & Families

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Institutions

Institutions

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Nonprofit Organizations

Nonprofit Organizations

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Endowments

Endowments

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Schedule A Consultation

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

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Our Process

At Integrated Wealth Management, our process is designed to guide you towards your financial goals with a comprehensive yet tailored approach.  We believe that successful wealth management requires careful planning, risk management, and investment policy statement and process, as well as on-going monitoring and communication.  Here’s an in depth look at our proprietary 4 step process:

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Step 1:
Initial Consultation (virtually or in-person) & Data Gathering

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Step 2:
Creating Your Customized Financial Plan

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Step 3: 
Investment Policy Statement & Implementation

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Step 4:
Long-Term Perspective, Ongoing Monitoring & Communication Strategy

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Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss.

What We Charge

We are dually registered wealth advisors, offering both fee-based and commission-based services.  The core of our business is built on a unified fee schedule that ensures transparency and aligns our interests with those of our clients.  We operate on a ‘no fee in, no fee out’ model, emphasizing our commitment to eliminating conflicts of interest.   

We structure our fees based upon an “assets under management” model in which the fee on your account is tied to the value of your account.  This puts both of us on the same side of the table so that we do better when you do better.

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Speak with an Expert

Let’s begin the conversation. Submit this form to schedule an initial conversation. We’ll use what we learn to match you with the right financial professional for your background and requirements.

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