Integrated Financial Wellness is a Colorado Springs-based financial planning firm that offers a wholistic approach to help individuals and families achieve their best financial life. Led by Adam Wade, a Certified Financial Planner (CFP) and Certified Plan Fiduciary Advisor (CPFA), the team at Integrated Financial Wellness works closely with clients to organize their financial affairs, document their goals, implement a goals-based investment plan, and coordinate tax and estate planning needs. With a focus on socially responsible investing, they help clients align their investments with their personal values.
As a fiduciary, Adam and his team always prioritize the best interests of their clients, providing personalized one-to-one guidance and fostering positive change in their financial lives. Whether through in-person meetings, phone calls, or video teleconferences, Integrated Financial Wellness is dedicated to helping clients reach their financial goals. With a commitment to transparency and client-centered service, they strive to make the path to financial well-being accessible and achievable for everyone.
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