CHANGE IS DIFFICULT
Your life is not like anyone else’s
Facing big adjustments due to outplacement? Need financial advice? We have over 20 years’ experience helping people address their employment transition concerns through personalized, strategic financial planning and wealth management.
CHANGE IS DIFFICULT
Your life is not like anyone else’s
Facing big adjustments due to outplacement? Need financial advice? We have over 20 years’ experience helping people address their employment transition concerns through personalized, strategic financial planning and wealth management.
Have you recently attended a Transition Workshop? Take a quick survey.
Have you recently attended a Transition Workshop? Take a quick survey.
HERE TO HELP
Integrated Wealth Strategies (IWS) is an Atlanta-based wealth management and financial services firm specializing in outplacement, employment transition, and professional retirement planning. Since 1998, Rich Lombardi has offered objective advice and dedicated service to individuals looking for support through job loss due to downsizing and corporate restructuring. Rich’s mission is to guide clients through life’s transitions and inspire them to financial independence.
Guiding Your Financial Future Through Life’s Transitions
Rich Lombardi knows the value of hard work and appreciates the effort it takes to build your personal success. Learn more about Rich’s family history beginning at Ellis Island up to the present day in Atlanta, and his team’s comprehensive financial planning services including: employment transition consulting, retirement planning, estate planning, investment planning, risk management, distribution planning, and most importantly, increasing your Return on Life (ROL).
OUR PROCESS
We create strategies that are tailored to your needs and goals.
OUR HISTORY
Years of experience have prepared us to guide you through your life transitions.
OUR BELIEFS
Our values and investment philosophy define how we serve you every day.
YOUR SUCCESS STORY STARTS HERE
From the roots of every great American success story stem three common elements: belief, education, and hard work.
Belief in something better. The pursuit of knowledge and skill. And the application of effort.
So that eventually the belief becomes reality, and stories are told.
Whether bootstrapping success stories receive wide-spread recognition like that of J.D. Rockefeller, or simply become meaningful within a family like mine has, their lessons have the potential to impact lives for generations to come.
What choices can you make now to impact your future? We’re here to help.
TELL US HOW WE CAN HELP YOU TODAY
CONTACT
Integrated Wealth Strategies
Office: 770-353-6303
Fax: 770-353-6338
200 Ashford Center North
Suite 400
Atlanta, GA 30338
RichLombardi@WealthStrat.com
SERVING CLIENTS ACROSS THE COUNTRY
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the following states: Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Kentucky, Louisiana, Montana, New Jersey, New York, North Carolina, North Dakota, Ohio, Oklahoma, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Virginia, Washington, and Wisconsin.
Copyright 2024 Integrated Wealth Strategies.
Copyright 2024 Integrated Wealth Strategies.