Meet the Integrated Strategies Team
Integrated Strategies, LLC is a Dallas-based boutique financial services firm serving Family Offices, Private Equity Firms & successful professionals with self-employment income. We offer fee-based consulting with comprehensive, forward-facing solutions. Consequently, we provide solutions centered around valuation considerations, exit and continuation options, employee recruiting and retention, transfer or consolidation strategies and succession planning.
Through our relationship with Bluecrest Financial Alliances we have access to their following specialists and resources.
Through our relationship with Bluecrest Financial Alliances, a MassMutual firm, we have access to their following specialists and resources.
These resources are employees of the MassMutual's Home Office.