Imagine IT: Integrated Wealth Partners

Integrated Wealth Partners, Eau Claire, Wisconsin

As an independent wealth management practice, Integrated Wealth Partners in Eau Claire, Wisconsin, works with small business owners, business-minded individuals, and healthcare professionals both locally and across the nation. What started as a vision to change the way financial advice was given, has grown into a trusted source of advice centered around trust, transparency, and education.

In a highly regulated industry, Integrated Wealth knew they would need a trusted IT partner to securely organize their files, as well as share them among their fully remote team.

“When we moved into our new office in early 2019, Imagineering was our first call,” says Justin Zoromski, Owner of Integrated Wealth Partners. “When we were exploring different document storage options, they were able to sit down and consult on what our requirements were. They led us to the offerings out there that would match up with the regulations in our industry, and it allowed us to work more efficiently between our offices as well.”

Retirement Planning

In addition to security and efficiency, Integrated Wealth had another requirement when choosing an IT company to partner with. An active member of the Eau Claire Chamber board and Chippewa Valley Technical College board of trustees himself, Zoromski knew community involvement was another important factor in making his decision for an IT company.

“Imagineering’s involvement and commitment to the community was an extremely important factor in our decision, and it speaks volumes to a business’s core values,” said Zoromski. “We have seen Josh and his team involved with many organizations, as well as giving back to the community and providing scholarships.”

While technology is constantly evolving and changing, Integrated Wealth is committed to keeping up with the latest updates to keep their company secure.

“When there are updates that need to be done, it is really nice because Imagineering can just log in remotely and complete everything for us,” said Zoromski.

From the initial setup to ongoing support, Integrated Wealth Partners can ensure their business is secure from the partnership they have created with a local IT company, Imagineering.

Play Video

Imagining How We Can Help?

With decades of experience, our technology and software solutions team can take your business to the next level and help you reach your goals. Contact us today to get started.

HOOPS Business Management Software, Powered by Acumatica

Request a FREE Demonstration

Experience the Power of the Cloud with a free demonstration of HOOPS Business Management Software, powered by Acumatica.

FREE Consultation

Request a free consult to discuss your business and technology goals by filling out the form below.

Thank You

We have received your submission.

If you have additional questions, please call (715) 834 – 7712.