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Helpful Resources

We believe it’s important for our clients to be in the know. Thus, we offer a variety of resources to help keep our clients informed.

Merging Finances after Marriage

Raising Money Smart Kids

Organizing Your Financial Records

Reducing Debt Takes Commitment and Patience

Merging Finances After Marriage

Elder Care Checklist

Check accounts at Albridge

Log in to WealthVision

Read LPL research publications

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

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, 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
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