Integrated Wealth Advisors
17295 Chesterfield Airport Road, Suite 200
Chesterfield, MO 63005
Wouldn't we all? Finally, you can have the future you want without the worry of what tomorrow is going to hold for you financially. Integrated Wealth Advisors is dedicated to helping you achieve all of your future hopes and dreams with ease and comfort.
You can easily decide if your future includes traveling all across the world, or if it's just simply retiring somewhere where the weather is perfect all year round. But, having those goals in mind now can help you achieve the financial security you'll need when it's time.
Dan Henrichs has been advising Individuals on managing their money for 32 years.
He is at the forefront of this quickly changing economy and works closely with his clients because he is fully committed to meeting and exceeding expectations. Dan does not charge commissions and works for a percentage of assets under management. (See Fee Schedule)(RIA Stands for You)
Dan passed the Certified Financial Planner (CFP) boards in 1986 and kept his membership current through seminars and continuing education for 29 years. He also passed the Wharton Business School's examinations to become designated at a Certified Investment Management Analyst. (CIMA)
I've spent over 30 years working for two large brokerage firms both as an advisor and part of their management teams. Large firms are often limited to specific products and methods of compensation that aren't always the best for investors. In fact, the SEC does not require large brokerage firms to act as a fiduciary for their clients.
As the president of Integrated Wealth Advisors, the SEC considers me a fiduciary, a reference that requires me to act only in the best interests of clients (IE: ahead of my interests and my firm's interests). Surprisingly, this is not the case with the large brokerage firms.
I manage money on a fee-only basis through Charles Schwab, an independent brokerage firm. Schwab holds your assets making sure you receive all of the checking, credit card, brokerage, and online services most investors require.