Our Approach
The essence of who we are and what we do comes to life through the experience we deliver to our clients every day.
When you work with us, you can expect that we will be fully devoted to doing what’s best for you. As an independent wealth management firm, we make all of our recommendations based solely on how it best serves your short-term and long-term goals; that’s why our approach is fundamentally different. By combining the timeline for your goals, and your risk tolerance and capacity, we can help you have more confidence in your financial future. Our approach is:
Evidence-Based
Our investment philosophy is built on the idea that making investment decisions based on decades of peer-reviewed research is far better than relying on the latest “hot tip” in the media. We review the research and we take it to heart - putting the science of investing to work on your behalf every day.
Transparent
We don’t hide any costs, anywhere. Our fees are always fully discussed and disclosed up front. The way we serve you is by listening to you, understanding your position, and then recommending what we think is best for you and your financial future.
Holistic
Your future - and even your financial plan - is about more than just investments. It’s about helping you craft a plan to take advantage of opportunities and manage risk across your entire financial life. We take the time to review and understand all the areas that impact how you make financial decisions such as: taxes, insurance, legal documents, investments, income sources, businesses/real estate ownership, and your aspirations to give charitably.
Educational
We’re here to provide as much information as you need to make informed decisions about your money and your future. We work with you, side-by-side, so you feel fully confident in pursuing your goals.
Our story
What started as a vision to change the way financial advice was given and how the financial services industry generally focused on selling products or “making the sale,” has grown into a trusted source for business owners, proactive healthcare professionals, and individuals seeking greater financial success.
Integrated Wealth Partners was built on the belief that everyone deserves advice centered around trust, transparency, and education. By collaborating with a team of professionals, we can ensure that your goals and objectives are at the forefront of every decision made whether it be tax, legal, insurance, or wealth related. We wholeheartedly believe that by always putting our clients’ interests first, we will achieve more together.
Meet the Team
wealth advisor & founder
Justin J. Zoromski, AWMA®
Justin brings nearly a decade of experience in the financial services industry and pairs it with a fresh approach by collaborating with other industry professionals to create Integrated Wealth Partners. After spending time with two larger firms, Justin began his own private practice to better serve his clients in a full service planning approach. Justin has embraced and practiced fee-based planning since the beginning of 2014, a non-conventional approach that was not widely accepted by many traditional firms at the time. Justin has recognized the value of having a team of professionals who serve the client’s best interests and that best suites each client’s unique needs.
Commitments to Community & Non-Profits
Eau Claire Area Chamber of Commerce, Board of Directors 2020 - Present
Boy Scouts of America Chippewa Valley Council, Board of Directors 2019 - Present
Chippewa Valley Technical College Alumni Association, Board President 2018 - Present
Chippewa Valley Technical College, District Board Trustee 2017 - Present
National Association of Insurance and Financial Advisors, Big Rivers Chapter President 2017 - 2018
Thorp Area Chamber of Commerce, President 2015 - 2018
wealth advisor
Brandon M. Slowiak, APMA®
Brandon brings an exciting, non-traditional perspective to the financial industry. Graduating from the University of Wisconsin Stout with a Bachelor of Science degree in Manufacturing Engineering and minor in Business Administration, he started his career as an Engineer and Plant Manager but realized his passion was in working with people and finances. Brandon joins the IWP team with great attention to detail, a wealth of financial and investment knowledge, and a fervor for helping our clients work toward their financial goals.
Outside of work Brandon enjoys camping, bowling, working out, playing recreational sports, being involved in his church, and cheering on Wisconsin sports teams. He and his wife, Samantha, are blessed with two daughters, one son, and two dogs.
client experience & operations manager
Alana Williams
Alana has over 10 years of experience in the financial services industry. Her experience includes positions such as an Internal Auditor at a credit union, a Registration Specialist at a Broker/ Dealer, and as a State Investigator. Alana is very detail oriented and meticulously organized. She ensures our firms processes and procedures run smoothly and works very closely with our clients on a day to day basis.
Alana has 4 children and 4 grandchildren. After going to basketball games, football games or track meets with her 2 high school aged children and chasing her grandchildren; Alana enjoys reading, playing with her dog Jaden and getting her hands dirty in the yard.
client communication specialist
McKayla Zoromski
McKayla has lived and worked in Eau Claire since attending and graduating from the University of Wisconsin - Eau Claire with a Bachelor of Business Administration, Marketing degree and with a certificate in Advanced Business Communications. McKayla has spent her career in marketing, communications, and business development and brings her knowledge and experience to the Integrated Wealth Partners team. She leads our firm’s marketing efforts and assists with client communications to ensure the best possible client experience.
Outside of work, McKayla enjoys spending time with her husband, Justin, their young daughter, Marra, and their dog, Roxy. She also enjoys camping, playing piano, and watching the Green Bay Packers.
Get in touch
At Integrated Wealth Partners, we know that finding the right wealth manager is a choice not to be taken lightly. That’s why we offer free consultations to walk you through your needs, the scope of your goals, and your budget.