Integrated Wealth Solution®

IWS graphicWe are the proud creators of what we believe is a revolutionary wealth management experience we have titled Integrated Wealth Solution® (IWS®). IWS® is the culmination of decades of work in understanding what is truly needed to help manage and help grow wealth effectively.

Through the review of thousands of personal client profiles, we have detected common threads that are found by those who are successful financially, and in life, as well as those who have done well, but could have done better.

In creating IWS®, we systematized a process that is designed to keep our clients focused, on track, educated and protected. More importantly, our process helps our clients enjoy a greater sense of comfort and control with a clear vision to achieve their greatest dreams.


Interested in getting started? Please call Dannell Stuart at (805) 690-3850
or email her at