Support Your Loved Ones Through Life’s Transitions

REFER A FRIEND OR FAMILY MEMBER

REFER A FRIEND OR

FAMILY MEMBER

At Integrated Wealth Strategies, we believe that each client’s journey is unique, and we are committed to guiding them through life’s transitions with personalized tools and insights, inspiring them towards financial independence.

If you know someone who could benefit from our expertise in outplacement, employment transition or professional retirement planning, we welcome you to refer them to us. Simply fill out the form on this page with their information, and a member of our team will reach out to arrange a complimentary consultation.

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.

View LPL Financial Form CRS

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.