Skip to main content

  •  Tel: 301-251-1005
  •  
  •  
  • Who we are
    • Our team
    • Partner bios
    • In The Community
    • Our purpose
  • Why choose us 
    • Who we help
    • Our mission and pledge to our clients
    • Our philosophy
    • Client experience
    • How we help our clients
    • Our value added services
    • 10 Questions to Ask a New Advisor
  • Services 
    • Comprehensive financial planning
    • Widow(er) assistance
    • Divorce planning assistance
    • Elder care/ aging life services
    • Guided Wealth Portfolios
    • Value added services
    • Schedule of Services for 401k Plan Participants
  • Resources 
    • Check your Accounts
    • Client login
    • IntegriGen Intelligence
    • LPL research publications
    • IntegriGen Client Resources
    • Financial planning resources & helpful links
    • Tips for Organizing your Financial Records
    • FAQ
    • Disclosure Documents
  • Partnerships 
    • LPL Financial
    • Financial Advocacy Network
  • Contact us
    • Contact us
    • Tell a friend

We believe

trust is earned and shouldn't be taken for granted

Look to the future

with anticipation, not anxiety

Pursuing what really matters

Previous Next

    You are here

  1. Home
  2. IntegriGen's Services

IntegriGen's Services

Our service offerings include:

• Comprehensive Financial Planning

• Retirement Income Planning

• Widow/Widower Guidance

• Divorce Planning Assistance

• Elder Care/Aging Life Services

We keep in regular contact with each of our clients; in this way, we’re nurturing our relationship for the long term. We want our clients to be completely in the know, so there are no surprises down the line. Ready to get started on a financial plan?

Diversification

Being well diversified doesn’t necessarily mean having accounts with five different brokers or five different banks; nor does it mean having stocks and bonds plus cash. Being diversified means that the overall investment strategy is balanced across different types of strategies – bull market strategies, bear market strategies, tax efficiency strategies, alternative investments, etc. At IntegriGen, we believe that our approach to diversification offers more customization and greater attention to detail than the average advisor.

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Maryland Financial Group Inc. a registered investment advisor. Maryland Financial Group Inc. and IntegriGen Wealth Management are separate entities from LPL Financial.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states:
Samantha: CO, DC, FL, ID, MA, MD, NJ, NY, OH, OR, PA, TX, VA
Brad: CO, DC, DE, FL, ID, IL, MA, MD, MN, NH, NJ, NY, OH, PA, SC, TN, VA

2600 Tower Oaks Blvd. Ste. 220
Rockville, Maryland 20852

  •  Tel: 301-251-1005
  •  samantha@integrigenwealth.com
  •  brad@integrigenwealth.com
  •  

© 2022 IntegriGen Wealth Management. All rights reserved.

Website Design For Financial Services Professionals