Integrated Capital Management

Our Firm

We work with each
client to draft a life plan,
a road map of sorts,

BASED ON A DEEP UNDERSTANDING

of personal goals, aspirations and resources.

Integrated Capital Management was founded with the mission of helping our clients work toward achieving their financial goals with objectivity, creativity, and passion. The cornerstone to our process is the trust we build with each client. Our clients’ needs are paramount to how we operate our business and we are dedicated to making a positive impact on their lives. We continually earn their trust through hard work, integrity and expertise.

 

Our advisors understand that in order to live up to the mission of helping our clients live richer lives, we better know something about their values and what’s important to them. We work with each client to draft a life plan, a road map of sorts, based on a deep understanding of personal goals, aspirations and resources. We then leverage our broad range of expertise to implement financial strategies that help our clients realize the future they envision.

 

Our integrated approach, where multiple advisory services are unified by a consistent and coherent vision, brings tremendous value to our clients in ways that extend beyond the bottom line. Clients don’t need to play the intermediary between multiple advisors, most of whom have differing priorities, philosophies and incentives. When questions do arise, they only need to call us as the quarterback of the financial planning process. Clients gain peace of mind knowing that our recommendations are based on achieving specific goals outlined in their life plan, and not influenced by other financial considerations.

 

We look forward to meeting you,
Eric Seger and Brian Franke