News & Updates

Now that the transition to Schwab is complete, we’ve got some tips on how to get more familiar with Schwab’s online portal

Celebrating 15 years! Integral Wealth Management is proud to celebrate our 15th anniversary! Whether you are one of the clients who’ve been with Jodi since the beginning or you’ve joined the Integral family more recently, we want to say thank you for your business. It’s been a pleasure working with you and we look forward

We wanted to share with you some big changes to retirement accounts as well as some other updates around the office.  We hope 2023 is off to a great start for you and your loved ones! Major Changes to Retirement Laws Congress recently passed the Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act.

As our team grows and changes, we keep our goal of serving you at the forefront of our minds. We look forward to many more years of helping you reach your financial goals. Keep reading to see what’s new! Sincerely, Jodi and Mike Mike Abram, PhD, CFA Congratulations Mike on earning the Chartered Financial Analyst (CFA)

Integral Wealth Management is proud to announce that our very own principal and portfolio manager, Mike Abram, has earned the Chartered Financial Analyst (CFA) designation. This designation is considered one of the highest distinctions in the investment profession1. Those who successfully obtain the charter must pass a series of three increasingly complex exams that demonstrate