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.

Cody’s dedication to his profession is evident through his impressive list of professional designations, each demonstrating his commitment to maintaining the highest standard of knowledge and expertise for the benefit of his clients. These designations include:

  • Certified Financial Planner Professional – CFP®
  • Certified Investment Management Analyst - CIMA®
  • Retirement Income Certified Professional – RICP®
  • Accredited Investment Fiduciary – AIF®

Through Cody’s experience and education, he firmly believes that everyone should have a professional wealth advisor helping them make financial decisions. 

Cody created Integrated Wealth Management with a different vision. We are completely transparent with what we charge so that you know exactly what you are paying and why. Please click here to see our fee schedule. We also have a proprietary process driven approach that is both easy to understand and very effective in helping our clients pursue their goals. This is a consultative process rather than a sales process.

Integrated Wealth Management has two physical office locations, strategically situated in La Crosse, WI and New Braunfels, TX. Nevertheless, the firm’s advanced use of technology seamlessly enables us to extend our services to clients across the entire nation, from coast to coast. Our focus remains on delivering comprehensive, integrated financial solutions that align with your unique needs and goals.

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