We wanted to share some exciting updates with you about our firm. We hope you are doing well and please reach out if we can be of service.
MILESTONE SURPASSED: $500M AND COUNTING
Integral Wealth Management has surpassed $500M of assets under management, cementing our role as a leading independent firm in the Central Valley. This achievement is a testament to the many loyal clients who have placed their trust in us over the years. Thank you for the opportunity to serve you and we look forward to many more successful years together.
WELCOME BROOKE!
We’re pleased to introduce Brooke Gaither as the latest addition to our team of advisors. Brooke recently worked at the Modesto branch of Charles Schwab & Co. and has eight years of advisory experience helping clients navigate all stages of life. She has a passion for financial planning and is looking forward to building relationships with clients and helping them reach their goals.
“I’m super excited about adding Brooke to our team”, says Jodi. “She fits our culture perfectly and gives great advice that is both thorough and highly personalized. Adding her talent will allow us to continue providing a high level of service to our clients for many years to come.”