Helping You Make the Most of Your Retirement
Integrated Wealth Solutions, LLC is dedicated to Your Retirement, Your Way! That motto is our mission, and shines through in everything we do.
We are a Retirement Planning-centric firm seeking to reduce taxes as much as possible, increase retirement income, and grow assets intelligently, giving YOU options and choosing solutions YOU prefer to match your goals and desires. We believe the more you know about your retirement and investments, the more comfortable you will be.
About Gary
Integrated Wealth Solutions, LLC is a registered investment advisory firm. Formed by Gary B. Garland, a Certified Financial Planner™, Accredited Estate Planner®, Retirement Income Certified Professional®, Estate Planning Attorney, and Certified Elder Law Attorney*, it was created to help clients and families with their assets. Gary has been practicing law for over 34 years and is the lead author of The CPA’s Guide to Life Insurance, The CPA’s Guide to Federal and Estate Gift Taxation, and numerous published articles. He served as the president of the Estate and Financial Planning Council of Central New Jersey for the 2015-2016 year and has his primary office in Manalapan, New Jersey, with a satellite office in New York.
Originally from Brooklyn, NY, Gary lives in Monmouth County with his wife Stacey, three daughters, and two goldendoodles.
Our Approach
We believe in a holistic approach to wealth management, focusing on understanding your unique needs and goals to create a tailored financial plan. Some clients want greater input, and others want us to do the heavy lifting – we’re fine with either approach, as long as it brings YOU comfort in your planning. Our goal is the 0% tax bracket.
