top of page
five birds flying on the sea_edited_edited.png

Your Money
Reimagined

Integrated Wealth Planning

Bring your dreams into focus.

At Integrated Wealth Planning (IWP), we work closely with retirees, business owners, ultra-high net worth families, and corporate executives to replace worries and anxieties with the confidence that your financial matters will be handled appropriately and according to your vision.

​

Stop wasting moments. Start living them.

​

Industry Awards and Recognition

Barron's Advisor: Top 100 RIA Firms 2023
Barron's Advisor: Top 100 RIA Firms 2024

Our team was recently recognized on the 

2026 Forbes Best-In-State Wealth Management Teams list*.

Sign up for our newsletter!

Investment advice offered through Integrated Partners, doing business as Integrated Wealth Planning, a registered  investment advisor.

​​

Click on the links for a copy of the Firm ADV and Client Relationship Summary.

​

David Kline CA Insurance #0J15578

​

Barron’s “Top 100 RIA Firms” ranking is based upon quantitative and qualitative criteria including: regulatory records, client retention reports, assets managed, revenue generated, technology spending, number of clients, size and diversity of staff, placement of a succession plan, and more. Investor experience and returns are not considered. Neither Integrated Partners nor its financial advisors pay a fee to Barron’s in exchange for the ranking.

  • LinkedIn
Send Us a Message

Thanks for submitting!

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

*Data provided by SHOOK® Research, LLC. Data as of 3/31/25. Forbes Best-in-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

bottom of page