Integrated Planning & Wealth
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Integrated Planning & Wealth
Meeting the essential personal and practice financial planning needs of optometrists and practice owners around the country. A firm dedicated to providing sound, fundamental financial advice designed to satisfy your unique goals. Wealth management requires a multi-tiered strategy. By understanding every facet of your financial goals, we develop a plan that meets your expectations while providing long-term peace of mind.
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On the surface, you may see some similarities in our approach to financial planning. However, what you'll experience is a financial planning process that takes the complexity and confusion of personal finance and distills it down to simplicity and transparency. Here at IPWM, we subscribe to a core set of investment principles, largely dictated by the great empirical research done in both academia and at Dimensional Fund Advisors (DFA).
Our goal for this process is to demonstrate, in plain English, how we can serve you in helping you make the most out of your life with the wealth you have and how we bring simplicity, clarity, and confidence to an otherwise confusing, complicated, and intimidating subject: money.

There is no charge for this process-we want to help you make an informed and educated decision about working together so you can see exactly how we can serve you before you agree to pay us a penny.Before committing your time or ours, this 20 to 30-minute phone call will give us both a chance to make sure your situation matches our expertise.
Our process uses proven concepts and applications to help you become better educated, prepared, and organized for the financial implications of your business model. As the husband of a practicing optometrist, Adam knows the practice and business landscape of optometry has changed significantly in the recent past.
Is Committed to Success: understand that being proactive, intentional, and committed to goals is what achieves success and are willing (not just wanting) to do the work to implement solutions to achieve their most important aspirations. Appreciates Life: they understand there's more to life than the rate of return or the size of their portfolio.
20/20 Money Episode #151 - Adding an associate: why, when, and how with Dr. Steve Vargo, OD. On this episode of 20/20 Money! My guest on today's show is Dr. Steve Vargo. Steve joins me on the show to discuss a challenge and stepping stone that practice owners may eventually find themselves reaching: how to step out of their business and delegate leadership-type tasks and responsibilities to someone else on your team.
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