Integrated Wealth Strategies, LLC (IWS) is a registered investment advisory firm based in Austin, Texas, specializing in comprehensive financial planning and asset management for high-net-worth individuals, families, businesses, and charitable organizations. Established in 2010, IWS offers personalized services including retirement planning, tax coordination, estate planning, insurance review, and investment management. The firm operates on a fee-based model, with fees varying based on assets under management, hourly rates, or fixed planning fees, and does not charge performance-based fees to avoid potential conflicts of interest. IWS emphasizes a fiduciary standard, ensuring that client interests are prioritized, and maintains transparency about any potential conflicts, such as affiliations with insurance agencies, which are disclosed to clients. The firm also upholds strict privacy policies to protect client information and complies with regulatory standards to maintain trust and accountability in its client relationships.