Dakota
Dakota
Book a Demo
Talk to an Expert

Wigand Integrated Wealth

EST. AUM
$100,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Denver
CRD Number
Website wigandintegratedwealth.com
Client types

Overview

Wigand Integrated Wealth is a wealth management firm dedicated to maximizing financial opportunities for individuals, families, foundations, and endowments. With over 30 years of experience, the firm’s team has developed a comprehensive skill set to address the unique needs of its clients, including large families aiming to preserve wealth across generations, corporate executives managing concentrated equity, military families evaluating pension options, and farmers and ranchers seeking liquidity and estate solutions.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy