Integrated Private Wealth

Integrated Private Wealth Integrated Private Wealth guides business owners and their families through complex, high-stakes
transitions with clarity, confidence, and control.

Today the team toured Third Street Academy, a private Christian school for underprivileged boys in a beautiful setting d...
09/24/2026

Today the team toured Third Street Academy, a private Christian school for underprivileged boys in a beautiful setting designated as a historic landmark. The school currently serves 115 boys from Pre-K to 8th grade. Dave and his wife have long supported the school, and we enjoyed spending time with the school leadership and students. Learn more at ThirdStreetAcademy.org

Dave, Robert, and Logan recently attended the Integrated Annual Conference in Boston, which brought together advisors an...
09/17/2026

Dave, Robert, and Logan recently attended the Integrated Annual Conference in Boston, which brought together advisors and team members from across Integrated Wealth Concepts. The conference provided an opportunity to connect with other teams, share ideas, and hear from industry leaders on ways we can continue improving how we serve our clients and operate as a firm. While in Boston, the team got to experience the city and went to a Boston Red Sox game at Fenway Park, which was definitely one of the highlights of the trip! ⚾️

Dave was interviewed on the latest American Business Story podcast, where he shares how resilience can benefit everyone,...
09/14/2026

Dave was interviewed on the latest American Business Story podcast, where he shares how resilience can benefit everyone, including business owners. He also outlines the 3 most common regrets or issues business owners run into when trying to sell. Listen on Spotify, Apple Podcasts, or watch here:

We will always remember... 🇺🇸
09/11/2026

We will always remember... 🇺🇸

Most business owners wait too long to plan their exit. Don't be part of the 70%. Get ahead of the transition and book a ...
07/28/2026

Most business owners wait too long to plan their exit. Don't be part of the 70%. Get ahead of the transition and book a strategy call: IntegratedPWEast.com

One spark can light up the night, just as one generation helps light the way for the next. As America celebrates 250 yea...
07/02/2026

One spark can light up the night, just as one generation helps light the way for the next. As America celebrates 250 years, may we cherish the traditions, values, and memories that continue to bring us together. Happy Fourth of July! 🇺🇸✨

Our office and the markets will be closed on Friday, July 3rd.

We often talk about investments, but the greatest investment you'll ever make is time with the people you love. Wishing ...
06/21/2026

We often talk about investments, but the greatest investment you'll ever make is time with the people you love. Wishing you a Father's Day filled with family, laughter, and meaningful moments!

Happy Anniversary to Dave & Michelle, who celebrated 29 years of marriage over the weekend! 🎉
06/15/2026

Happy Anniversary to Dave & Michelle, who celebrated 29 years of marriage over the weekend! 🎉

Congratulations to Dave's son, Dylan, who graduated from Elon University with his Bachelor's in Business Analytics & Fin...
05/26/2026

Congratulations to Dave's son, Dylan, who graduated from Elon University with his Bachelor's in Business Analytics & Finance! 🎓🎉

Address

500 Red Banks Road/Suite D
Greenville, NC
27858

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 3pm

Telephone

(252)7567005

Website

Alerts

Be the first to know and let us send you an email when Integrated Private Wealth posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category