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 to continue helping you reach your financial goals.
Check out our firm’s story of how we came from humble beginnings to become an authority in wealth management in the Central Valley.
As we continue improving our client experience, we’ve redesigned our website to give it a more engaging look and feel. In addition to being easier for others to find us, current clients can benefit from the ability to schedule an appointment, peruse our collection of resources, and see our answers to frequently asked questions.
Feel free to let us know what you think of the new changes.
Jodi & Mike