Integrated Benefits Inc is a family-run wealth management firm dedicated to helping families and business owners in the Roaring Fork Valley, Grand Mesa Valley & Coachella Valley build and preserve generational wealth.
With deep roots in financial planning and a personal commitment to long-term financial success, we differentiate ourselves by embodying the same principles we advise our clients to follow — we practice what we preach. Our mission is to provide values-based, relationship-driven guidance to help clients grow, protect, and transfer their wealth across generations.
Best Known For
We bring a unique level of empathy, experience, and long-term perspective to our practice. Whether working with young families beginning their financial journey or established business owners planning a legacy, we tailor strategies to support each client
