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We believe

trust is earned and shouldn't be taken for granted

Look to the future

with anticipation, not anxiety

Pursuing what really matters

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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, a registered investment advisor. Maryland Financial Group 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: DC, FL, ID, MD, NY, OH, OR, PA, TX, VA,
Brad: DC, CO, FL, ID, IL, MD, MN, NJ, NY, OH, SC, TN, VA

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

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