Unclaimed
Alex Wessling is an Investment Advisor Representative with Integrated Wealth Concepts LLC. Alex has been in the industry since 2008 and is registered with the state of Massachusetts. Alex has a background in insurance and financial services. In addition to working with Integrated Wealth Concepts, Alex is the owner of AW Family Insurance Inc. Alex's area of expertise includes financial planning, pension consulting, and investment management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MA
11/29/2023 - Present
Integrated Wealth Concepts LLC (HINGHAM MA)
Active
Inactive
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