Your life’s work deserves a guide—before, during, and after the sale

Integrated Private Wealth guides business owners and their families through complex, high-stakes transitions with clarity, confidence, and control.
RESERVE YOUR TRANSITION STRATEGY SESSION

Wealth management is what we do, but Transition Guides are who we are

Integrated Private Wealth serves as transition guides for wealth creators navigating one of the most defining moments of their lives: the sale of their life’s work. We combine world-class navigation with calm, trusted counsel, because when the stakes are high, technical expertise isn’t enough. This moment requires leadership, perspective, and steady decision-making.

Our role is simple. We help you move through complexity with clarity, confidence, and control, so you protect both value and peace of mind as you step into what comes next.

Every option explored. No stone unturned.

RESERVE YOUR TRANSITION STRATEGY SESSION
WHO WE ARE

Built for wealth creators facing a once-in-a-lifetime transition

We work with wealth creators. Business owners who did not simply build wealth, but built something that mattered. A company that created jobs, opportunity, and stability for others.

As they approach a transition, the decisions are rarely just financial. They affect their family, and the legacy built beyond the business. They deserve a team that can lead through complexity with clarity and care.



Because selling a business is not just a transaction. It is a turning point that impacts identity, family, finances, and the future.

Trusted by wealth creators and families
navigating high-stakes transitions

20+

years of experience

Guiding families through complex financial decisions across market cycles, ownership transitions, and generational change.

100+

liquidity events

Deep familiarity with pre-sale planning, transaction dynamics, and post-liquidity decision-making.

$25m – $250m+

typical client net worth range

We manage substantial wealth for families who demand sophisticated strategies and white-glove service.

Backed by a Top 100 RIA

Backed by Integrated Partners, a Barron’s Top 100 RIA Firm (2024), providing enterprise-scale resources and multi-disciplinary support.
RESERVE YOUR TRANSITION STRATEGY SESSION
WHY INTEGRATED PRIVATE WEALTH

Leadership every step of the way

Integrated Private Wealth provides leadership before the sale, throughout the transaction, and well after it’s complete. From advanced scenario planning to evaluating investment opportunities to Sunday-night calls, we guide the entire process, not just what happens after the check clears. From advanced scenario planning to evaluating investment opportunities to Sunday-night calls, we guide the entire process, not just what happens after the check clears.
Transitions rarely succeed on autopilot. They succeed when an advisor and their team are proactively involved in the details, coordinating specialists, and shaping outcomes. We evaluate options, anticipate risks, and help you make decisions that protect both wealth and well-being.
This level of involvement is what prevents costly oversights and missed opportunities. Our clients don’t feel like they’re managing a sale alone. They feel supported by a team that understands the full picture, and knows what matters most to you.

Thoughtful transitions for
business owners

An integrated approach to helping business owners and their families maximize value before the sale, minimize risk and taxes during the transaction, and steward wealth intentionally in the years that follow.
Reserve Your Transition Strategy Session
What Sets Us Apart

The Regret-Free Process

In moments this consequential, guessing is expensive. We create clarity early so decisions are deliberate, not reactive.

Our thoughtful and collaborative process guides clients through three clearly defined stages, to help you feel prepared, protected, and peaceful through every step of the journey.

We work to maximize your value, minimize risk,
and optimize your outcomes

Maximize

Stage 01

Maximize

  • Enterprise value
  • Deal readiness
  • Leverage, timing, and optionality

Before you ever go to market, we help strengthen the value of what you’ve built. We help you position your business, balance sheet, and personal financial world for leverage, not urgency.

Minimize

Stage 02

Minimize

  • Taxes
  • Execution risk
  • Misalignment between deal structure and 
life outcomes

In the transaction phase, where the deal is being negotiated and finalized, we work to protect against everything that quietly erodes value, from taxes to execution risk and misalignment. This is where we help reduce complexity, avoid missteps, and ensure deal structure supports your life outcomes.

Optimize

Stage 03

Optimize

  • Capital deployment
  • Estate and legacy outcomes
  • Identity, fulfillment, and impact

After the transaction, priorities evolve. We help translate capital into clarity by aligning wealth with your goals, values, identity, and impact so money supports the life you want to lead, not the other way around.
Reserve Your Transition Strategy Session

A clear process, a calm experience, built for defining moments

Most business owners only get one chance to do this well. And the difference between a good outcome and a great one is rarely luck. It’s preparation, strategy, and execution.


We built our process with the goal of helping clients pursue greater value, manage potential losses, and navigate the emotional uncertainty that leads to second-guessing.
Navigate life’s transitions with confidence

A letter from leadership

Homer Smith

Executive Director Integrated Private Wealth

Life is a series of transitions. Some we choose; others are chosen for us.

The decisions made in these moments shape not only financial outcomes, but identity, family, and the legacy that follows.

At Integrated Private Wealth, we believe you deserve more than a wealth manager. You deserve experienced leadership and coordinated guidance — A team that brings perspective, clarity, and steady decision-making when the stakes are high.

The sale of a business is not just a financial event. It’s a turning point. It affects how value is realized, how families are supported, and how life unfolds.

That belief is why Integrated Private Wealth was built around a single objective: helping clients navigate complex transitions thoughtfully and deliberately, with as much clarity and preparation as possible. Too often, business owners reach a transaction only to discover that important decisions were addressed too late, or not at all.

So our promise is simple. Every option explored, no stone unturned.

Our role does not end when a deal closes. After liquidity, we continue to guide clients as they transition from building a business to stewarding capital — aligning investment strategy, tax planning, and long-term decision-making with the life, family, and legacy that now come into focus. This phase requires just as much leadership and intentionality as the transaction itself.

Throughout the journey, we stay closely engaged, anticipating risks, coordinating across disciplines, and helping clients make decisions with confidence, especially when uncertainty is highest.

Because the goal is not simply to complete a transaction.

It is to enter the next chapter with clarity, confidence, and peace of mind, knowing nothing important was left behind.

Here to guide you,

Homer Smith, Executive Director
Services

Services designed for complex lives and defining moments

Your wealth doesn’t live in one account, and meaningful transitions don’t unfold in a single meeting. Our role is to coordinate the full picture, aligning strategy, decisions, and execution across every stage of change.

Business transition guidance

Strategic leadership for owners preparing for, navigating, and exiting a business. We help align business, balance sheet, and personal decisions early so that outcomes are driven by preparation, not urgency.

Wealth transition guidance

Support for families navigating the shift from business ownership to multi-generational wealth. We help simplify complexity, align estate and legacy planning, and ensure continuity through change.

Tax planning and optimization

Proactive tax strategy designed to preserve what matters most. We evaluate structure, timing, and alternatives early, helping clients make informed decisions with confidence rather than pressure.

Asset preservation and risk management

Protection strategies designed to defend capital against avoidable risk, including market volatility, legal exposure, and structural blind spots that quietly erode outcomes over time.

Investment stewardship

A disciplined investment approach aligned with long-term goals, liquidity needs, and life priorities, ensuring capital supports what comes next, not just what came before.

Philanthropic and
impact planning

Intentional giving strategies that reflect values and extend impact. We help structure philanthropy in ways that are thoughtful, tax-aware, and aligned with long-term legacy goals.

Retirement and post-liquidity planning

Guidance for life after liquidity, including income strategy, healthcare considerations, and long-term planning, designed for flexibility, confidence, and peace of mind.

Concierge-level coordination

High-touch coordination across advisors, specialists, and family needs. We serve as a central point of leadership so clients experience clarity and continuity, not fragmentation.

And more…

If your life is complex, your plan should be integrated. We tailor our approach to your reality so critical details don’t get missed, and decisions remain aligned as circumstances evolve.

Start with clarity

Not the process of selling. The process of knowing. Too many business owners wait until the final moments to fully understand how value is created,

The strongest transitions aren’t built in the last months. They’re shaped through preparation and thoughtful planning, long before a transaction is on the table.

Start earlier. Gain options. Protect what you built. And design what comes next.

Reserve Your Transition Strategy Session
Origin story

Integrated Private Wealth didn’t start with a product or a platform

It emerged from a series of recurring, hard-to-ignore patterns

Over time, our founders leadership recognized that even the most successful business owners were being advised in pieces. CPAs, attorneys, and wealth advisors were each doing important work, but rarely in a coordinated way. That fragmentation quietly introduced risk, inefficiency, and missed opportunity, especially in the moments that mattered most.

It also became clear that successful business owners and their families were deeply underserved during transition

Despite significant success, many were navigated the most complex decisions of their lives without integrated guidance or clear leadership across disciplines.

The most costly gap was often timing 
and structure

Tax planning, liquidity strategy, and post-transaction planning were frequently reactive, addressed too late, or considered in isolation. Owners spent decades creating value, only to see avoidable friction and structural blind spots diminish outcomes they had worked so hard to create.

The result wasn’t always a failed transaction

It was uncertainty, second-guessing, and missed opportunity.


Integrated Private Wealth was built to address those gaps – by providing coordinated leadership before, during, and after liquidity.

Integrated Private Wealth was built to address those gaps – by providing coordinated leadership before, during, and after liquidity.


We guide business owners and families through complex transitions with preparation, integration, and clarity, helping them protect value, align decisions, and move forward with confidence.

Because the goal isn’t just a successful exit

It’s peace of mind, confidence, and clarity on the other side.
TEAM

Meet your team

At Integrated Private Wealth, we focus on the human side of planning and investing to make a meaningful difference in your life. Our deep bench of industry leading specialists will work on your behalf to prioritize your goals, values, and mission.

Homer S. Smith IV, CFP®, CRPC®, BFA™ , CBEC®

A Private Wealth Advisor with over 20 years of industry experience, Homer has dedicated his practice to working with business owners and families of wealth with complex financial planning needs. His mission is to simplify the lives of his clients by quieting the noise that surrounds them both personally and in their business and allow them to focus on what matters most – their purpose and goals.

Paul Saganey, CFP®

My professional background has spanned many decades in the financial services industry. An entrepreneur at heart, I take pride in solving people’s biggest problems while bringing simplicity to the complex.

Steve Kolano, CFA®

My role is to use my passion for the markets and people to ensure you have an investment strategy that is custom-built to work in tandem with your own personal vision of success.

Rich Austin, JD, LLM, CIMA

As an attorney with a master’s in tax law as well as various industry credentials, my role is to apply my critical thinking skills as the foundation to tackle your most complex situations. However, my true experience comes from over 25 years of industry and client interactions. I truly enjoy the history behind a family’s wealth. I find the history drives the mission around legacy planning for future generations.

Peter Kaplan

I support our growth by providing specialist knowledge, insight, and access to life insurance strategies and products. I manage relationships with vendors and carriers to ensure exceptional service to our clients while allowing our advisors to focus on their primary business.

Greg Freeman

In my role, I leverage over a decade of experience in comprehensive financial planning for high-net-worth individuals and business owners to serve as a specialist in digital Advanced Financial Planning.

JD Gardner, CFA®

JD holds an undergrad degree in Finance and an MBA with a concentration in Finance from Wright State University. He holds both the CFA Charter and Chartered Market Technician (CMT) designations. He spent time at UBS, Morgan Stanley, and as a research analyst before starting Aptus. With experience in developing systematic strategies, he saw the opportunity to help navigate the current environment with efficiencies found in the ETF structure.

John Luke Tyner, CFA®

I support our growth with the motto: simple beats complex. The financial world is massive and the communication to the average investor is overwhelming with decisions and temptations to chase the next hot thing.

Andree Mohr

My mission is to support our team members in the most efficient way possible, so they are always ready and available to proactively support our clients.

Mary Wotherspoon

As a Client Service Manager with over ten years of customer service experience, Mary is committed to helping others in any way she can. Tenacious and enthusiastic, she strives to help her clients maneuver through life’s financial complexities.

Eric Daniel, AWMA®

Eric specializes in providing comprehensive financial planning and investment management services to individuals, families and business owners. Eric’s mission is simple: To have a meaningful impact on his clients’ financial lives by giving them confidence that someone trustworthy is in their corner at every stage of life.

Guy Ridout III

With roughly 25 years of financial industry experience working for Fortune 500 companies, Guy has spent most of his career as a pension consultant helping business owners maximize their retirement plan benefits.

Maxwell Graber, CRPC®, CTS™

Over the past five years, Maxwell has built a strong foundation in the finance industry, combining technical knowledge with a practical, relationship-driven approach to advising.

Marquis Richardson

Marquis brings a unique blend of analytical thinking and client-focused support to his role as an Investment Specialist Assistant. He works closely with advisors to help clients understand their investment strategies, portfolio allocations, and financial plans with clarity and confidence.

Dwight Anderson

Dwight brings over 20 years of experience in the financial markets. His time as a licensed broker, investment manager, and options trader provides a wealth of skills to the team.
CONTACT US

Start with a transition strategy conversation

Whether you’re preparing for a business transition, navigating life after liquidity, or simply looking to understand what’s possible, let’s connect.