Integrated Planning & Investments

Integrated Planning & Investments

Integrated Planning & Investments is structured as a registered investment advisor (RIA) and multi-family office, delivering comprehensive financial planning and investment management to high-net-worth individuals and families. The firm's model integrates portfolio construction with tax-aware planning and estate coordination, a common architecture among independent RIAs serving the ultra-wealthy. No founding principal is named in public records, and the firm's year of establishment is not disclosed. The firm's investment strategy spans traditional asset classes—public equities, fixed income, and cash management—alongside alternative investments such as private real estate and structured products when client objectives require. Geographic focus appears to be U.S.-based, with no disclosed international presence. Specific portfolio company holdings or co-investment partners are not publicly listed, reflecting the firm's positioning as a discretionary advisor rather than a direct investor. Team size, AUM, and office locations are not published in accessible sources. No charitable foundation, operating company, or adjacent investment vehicle is publicly linked to Integrated Planning & Investments. The firm maintains a formal RIA registration with the SEC or state regulator, consistent with its fiduciary duty. Recent operational events—such as leadership changes, capital raises, or significant new client mandates—are absent from public record. Integrated Planning & Investments distinguishes itself through its RIA regulatory structure, which imposes a fiduciary standard on all client relationships. Unlike many family offices that operate with less regulatory oversight, this firm's registration enables it to serve unrelated families as a multi-family office while maintaining compliance transparency. However, the lack of public disclosures limits external due diligence on its specific investment performance or client base.