We help our clients look to their future with anticipation instead of anxiety. Our clients value our panoramic and all encompassing process that puts every piece of their financial puzzle together. Clients often feel they may need to beat a particular index to meet a goal, because that's what they hear about in the news.
Instead, we help our clients tune out the noise and stay focused on their goals - why they have the investment plan they do - so they aren't wondering if they're doing the right thing. As your Family "Chief Financial Officer", it is our responsibility to look out for you and your family, now and for years to come.
Instead, we help our clients tune out the noise and stay focused on their goals - why they have the investment plan they do - so they aren't wondering if they're doing the right thing. As your Family "Chief Financial Officer", it is our responsibility to look out for you and your family, now and for years to come.
Services
IntegriGen's founders, Samantha Fraelich-Rohe and Brad Glickman, have been in the financial services business for over 45 years combined. They have assisted multi-generational clients and their families, and truly understand the important touch points throughout the various financial phases and life stages.
Our firm's name, IntegriGen, embodies integrity, which we greatly value; together with the clients we serve over multiple generations. In our industry, we have found that what transpires behind the scenes can often be mysterious to clients. When it comes to our advice, recommendations and the fees associated with our service, we believe in transparency.
Brad Glickman is a CERTIFIED FINANCIAL PLANNER TM Professional and a founding partner at IntegriGen Wealth Management. Brad has over 25 years of experience in the wealth management business with the goal of helping people pursue what really matters in their financial lives. Brad feels a deep sense of responsibility to always do what is right for his clients.
At IntegriGen Wealth Management, we believe it's important to support the people and communities where we live and work. While financial contributions are always appreciated in the work of non-profits, we believe we need to do more and that's why it's also important to us to give our time. In addition to financial support, we commit time to serve as well.
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