The specialist resources you need

to close every case with confidence

Your go-to network of specialists for every complex client situation.

Trusted by these financial planning firms

A resource built for professionals

The right specialist for every client situation

Not every client need falls within your lane — and that's exactly why Integrated Wealth Resources exists. When a case calls for deeper expertise in tax strategy, estate law, or legacy planning, you have a trusted bench of specialists to bring in. No cold referrals. No guesswork. Just the right professional, ready to collaborate.

Expand what you can offer without expanding your practice

Your clients come to you with complex needs. IWR gives you a ready bench of vetted specialists so you can confidently say yes to more — without taking on risk, liability, or expertise outside your core.

Strengthen client retention by solving more of their picture
Pre-vetted professionals you can trust with your best clients
No awkward cold referrals — warm introductions through IWR

A network built on real results

Financial professionals across the country rely on IWR specialists to deliver outcomes their clients can feel.

600+

Financial professionals in the network

1,400+

Client cases supported to date

7+

Specialist disciplines under one roof

$100M+

In client wealth influenced by IWR specialists

Built by financial professionals, for financial professionals

Integrated Wealth Resources was founded on a simple belief — that financial professionals deserve a reliable, trusted bench of specialists they can call on without hesitation. Richard and Michael built IWR from the ground up with that mission at its core.

How do I bring an IWR specialist onto a client case?

It starts with a simple conversation. Reach out to us through your agency relationship and describe the client's situation. We'll match you with the right specialist and handle the introduction — so you can stay focused on your client while we coordinate the rest.

Will the specialist work under my direction or independently?

IWR specialists are collaborative by design. They support your client engagement without stepping on your relationship. You remain the trusted advisor — our specialists come in to solve a specific problem and step back when the work is done.

What types of client situations are best suited for an IWR specialist?

Complex cases involving estate planning, tax strategy, business succession, legacy planning, or investment structuring are where our specialists add the most value. If a client's needs go beyond standard financial planning, that's the signal to bring IWR in.

Jack Somer

"IWR completely changed how I handle complex cases. Having a vetted bench of specialists I can call on means I never have to turn a client away. My retention has never been stronger."

Travis Ramsdell

"The specialists Richard and Michael brought together are the real deal. I brought in an IWR tax strategist on a business sale case and the client was blown away. It made me look like a hero."

What professionals are saying

Real results from financial professionals who rely on IWR

From closing complex cases to strengthening client relationships, financial professionals across the network trust IWR specialists to deliver — every time.