Welcome To
Integrative Wealth strategies
A Strategic Approach to Managing Your wealth, Assets, and Taxes
Our Best Services
For Your Convinience
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Asset
Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
Family Legacy
Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance
Extended Care
Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs
These are why you should use IWS
the means of achieving them.
Jordan Braunstein
President Integrative Wealth Strategies- Financial Advisor
Lauren Ayers
Client Relations
Director
Laurence Braunstein
Advanced Planning Director
Chris McManus
Life Insurance Director
Sequence of Returns
Understand why the ups and downs of the stock market can have such devastating affects on your retirement IF you’re drawing income.
Download your Free copy of Sequence of Returns now!
Frequently Asked
Question
What services does IWS Strat provide?
We specialise in strategic business consulting and financial-tool integration. Whether you’re looking to streamline operations
Who can benefit from working with IWS Strat?
We specialise in strategic business consulting and financial-tool integration. Whether you’re looking to streamline operations
How does IWS Strat help me improve financial visibility?
We specialise in strategic business consulting and financial-tool integration. Whether you’re looking to streamline operations
What is your approach to consulting engagements?
We specialise in strategic business consulting and financial-tool integration. Whether you’re looking to streamline operations
Main Office
1639 rt 10 East
PARSIPPANY, NJ 07054
jordan.braunstein@onelegacyfg.com
Call us
(201) 695-3694