Build & Grow your
Financial confidence
Retirement should be about enjoying life, not worrying about finances. Financial security starts long before retirement and grows through smart decisions at every stage. With the right plan, you can retire with confidence and stay secure for the future.
Navigate financial complexities to build long term success
Integrated Benefits Inc is a family-run wealth management firm dedicated to helping families and business owners nationwide build and preserve generational wealth.
With deep roots in financial planning and a commitment to long-term financial success, we differentiate ourselves by applying the same strategies that we guide our clients to use.
Competitive
Advantage
- Family-Owned and Operated: Clients benefit from our multigenerational perspective and stability.
- Relationship-Driven: Long-term relationships over short-term gains.
- Local Expertise: Deep understanding of the Roaring Fork Valley’s unique economy, families, and culture.
- We Walk the Talk: As a firm focused on generational wealth, we mirror the practices we advise.
01Financial Planning
& Investment Management
We help to align your money with your goals—by building a clear plan, making smart investment decisions, and adjusting along the way to stay on track for the future.
02Retirement
& Estate Planning
Prepare for the future by creating a strategy to retire confidently, protect your assets, and ensure your wishes are carried out—so you can support the people and causes you care about most.
03Tax-Efficient
Strategies
Keep more of what you earn by reducing your tax burden through smart saving, investing, and withdrawal decisions.
04Business
Succession Planning
Prepare for a smooth transition of ownership by creating a clear plan to protect your business, support continuity, and preserve its value for the next generation or future owners.
06Legacy &
Philanthropy Consulting
Create a lasting impact by aligning your wealth with your values by supporting the people and causes you care about.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Who We serve
Affluent Families
With aging parents and adult children navigating wealth transitions.
Business Owners
Seeking succession planning and risk management.
Young Professionals
Children of current clients or new families looking for guidance and education.
Widows & Retirees
Individuals with newly inherited or self-earned wealth requiring stewardship.
How we help
Integrated Benefits Inc offers comprehensive financial services, specializing in generational wealth planning. Our mission is to provide values-based, relationship-driven guidance to help clients grow, protect, and transfer their wealth across generations.
As a generational family firm, we bring a unique level of empathy, experience, and long-term perspective to our practice. Whether working with young families beginning their financial journey or established business owners planning a legacy, we tailor strategies to support each client’s goals.
We believe connections
lead to success
At the heart of our work is a genuine connection with our clients. By understanding what matters most to them, we guide them toward success while providing the confidence and peace of mind they deserve.
45+
Years of Experience
125+
Households Served
50
States
$110M+
$1.75M
In Growth Equity
Ready to take the next step? Let's discuss
1.
Step 1:
Give us a call and we can set up your first meeting. At our introductory meeting we discuss your needs, concerns, and goals. If we are good fit for you, we arrange an account opening.
2.
Step 2:
After we complete your risk analysis, and provide you an investment proposal that suits your risk tolerance- we move on to account opening. This is completed digitally, and can be done in person, or remotely.
3.
Step 3:
Building your plan may require a meeting with your additional professional support- whether that be your CPA, Estate Attorney, Divorce Attorney, or Business Partners.
4.
Step 4:
Once onboarded, we monitor your investments and review your plan and needs regularly. We make adjustments as you experience life changes and work alongside your beneficiaries / successors to ensure your wishes are executed as outlined.
Discover how we can help.