About Us
Wigand Integrated Wealth is a wealth management firm, committed to helping individuals, families, foundations, and endowments get the most from all of their financial opportunities. With over 65 years of experience, our team has honed a valuable set of skills, helping clients with their specialized needs – from large families striving to sustain their wealth from generation to generation, to corporate executives with concentrated equity; from military families deciding on pension options, to farmers and ranchers seeking liquidity and estate solutions.
Every client is unique, and every plan we design is personalized.
We founded Wigand Integrated Wealth out of the need we saw for our clients to receive objective advice, based on the entirety of their financial situation.
We believed that we could best meet that need by creating an independent, conflict-free, service-oriented environment, unburdened by pressure to promote proprietary banking or investment products and services.
We wanted to create a firm where advisors are free to focus on providing the best available solutions, driven solely by our clients’ needs and best interests.
We are strong proponents of lifelong learning and believe it is our duty to deliver to you the benefits of a deep knowledge across the multiple disciplines of wealth management. Our team has demonstrated a level of commitment to enhance our abilities through advanced academic degrees and professional designations that place us among the most capable of advisory groups.
As a result, we are uncommonly well-positioned to lead a collaborative effort of professionals to address the interrelated components of your wealth plan in a way that optimizes the financial resources of your family or organization.
As your fiduciaries, we place your interests above all others, and as a result, you will know that you are in the best possible hands. We become invested in your life and exercise great care and commitment in doing what is best to help you achieve your financial goals.
We operate at the highest level of competence and professionalism, earning your trust every day through the genuine care we demonstrate for your relationship.
