Integrated Wealth Management

About Integrated Wealth Management

Integrated Wealth Management, located at Coulee Bank, is committed to helping our clients pursue financial independence, a successful retirement, and a lasting legacy.

Financial Planning Services

We can work to develop the best strategy for you to pursue financial goals. Guiding our clients through life’s transitions, we will look to a diverse number of investments and accounts to build you a customized plan.

Wealth Management Services

Financial success only happens with the proper planning and discipline. Through each stage of your life, it is important to evaluate your resources, priorities and goals within the changing economic, political and investment environment. We work with our clients to develop customized strategies to pursue their financial goals both short and long term 

Meet Our Wealth Management Advisor

We believe that teaching our clients financial concepts and strategies empowers informed decisions. We'll share our knowledge on financial challenges such as managing debt, saving for retirement, health and extended care costs, as well as minimizing risks that could derail future plans. Meet Our Team!

RICP conferred by The American College.

Coulee Bank provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. Coulee Bank is not a current client of LPL for advisory services.

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Coulee Bank or Integrated Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Integrated Wealth Management, and may also be employees of Coulee Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Coulee Bank or Integrated Wealth Management. Securities and insurance offered through LPL or its affiliates are:

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.