About Us

Rhodium Business Solutions

Business and Personal Wealth Planning Strategies Made Easy

Our goal is to provide a resource where individuals can access all of their business and wealth planning resources in a single environment. Traditionally, a person seeking assistance with business or personal wealth preservation and succession planning begins with his or her attorney, accountant, financial advisor or insurance agent. All too often, the advisor has a greater interest in controlling the process and protecting his financial relationship with his client than he does in the client’s planning needs. We believe that clients are better served with a coordinated approach utilizing  professional and business advice  from various disciplines, including tax, legal, investment, strategic business planning, insurance, etc.

Integrated Legal, Tax, Financial and Business Advice

Integrated Wealth Counselors has assembled a team of  experienced professionals  to provide you with all of the services critical to your business, wealth succession planning, and asset protection needs in an organized and cooperative environment. Utilizing our professional team (either independent of or in conjunction with your existing professional advisors) we can help you identify your needs and bring essential services together for you in a single package. Our approach is designed to ensure that your advisors will work in concert to protect and build your business and personal wealth, and to relieve you of the need to coordinate your professional team each time you anticipate an event of significance in your business or personal life.

Integrated Wealth Counselors employs or contracts with persons within various fields of expertise, including legal and tax, but is neither a law firm nor an accounting firm. See our disclaimer. If you use any of our team of professionals for specific legal or tax advice, your relationship with those professionals will be independent of your relationship with Integrated Wealth Counselors. We coordinate those services and work hand-in-hand with your professional team to ensure that all of your needs are met.