Eric Wikstrom Email & Phone Number

Eric Wikstrom

Founder at Integrated Wealth Strategies,LLC | Mercer Island, Washington, United States

Eric Wikstrom Socials
About Eric Wikstrom

Eric Wikstrom is a seasoned financial strategist and the visionary founder of Integrated Wealth Strategies, LLC (IWS), established in 2004. With a deep-rooted expertise in the Internal Revenue Code, Eric empowers individuals, particularly self-employed professionals and small business owners, to take control of their financial futures through innovative retirement planning solutions. At IWS, he specializes in guiding clients in setting up self-directed retirement plans, such as Solo 401(k)s, which enable them to invest their retirement funds into alternative assets like real estate, business ventures, and other unique opportunities that traditional financial services often overlook.

Under Eric's leadership, IWS has become a trusted partner for clients seeking objective tax and financial planning advice tailored to their specific needs. His hands-on approach to financial analysis and due diligence ensures that clients are well-informed about their investment options, allowing them to make strategic decisions that align with their long-term goals. Eric's proficiency in asset management and alternative investments positions him as a thought leader in the industry, particularly in the realm of self-directed retirement accounts.

In addition to his technical skills, Eric is adept at marketing and client engagement, ensuring that IWS remains a relevant and valuable resource for its clients. His commitment to education and transparency fosters a collaborative environment where clients feel empowered to explore diverse investment strategies. As a result, Eric Wikstrom and Integrated Wealth Strategies, LLC continue to redefine the landscape of retirement planning, helping individuals unlock the full potential of their retirement savings.

Eric Wikstrom Work
1 experience icon

Founder at Integrated Wealth Strategies,LLC in January 2005 to Present

2 experience icon

Director - Investment Management at Lydian Wealth Management in January 2003 to January 2004

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Principal - Investment Advisory Services at myCFO in January 2002 to January 2003

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Eric Wikstrom Skills

Investments

Retirement Planning

Strategic Financial Planning

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Frequently Asked Questions about Eric Wikstrom

What is Eric Wikstrom email address?

Email Eric Wikstrom at [email protected] and [email protected]. This email is the most updated Eric Wikstrom email found in 2026.

What is Eric Wikstrom phone number?

Eric Wikstrom phone number is +14253010135 and +12069498236.

How to contact Eric Wikstrom?

To contact Eric Wikstrom send an email to [email protected] or [email protected]. If you want to call Eric Wikstrom try calling on +14253010135 and +12069498236. (updated on September 13, 2024)

What is Eric Wikstrom net worth?

Eric Wikstrom has an estimated net worth of $375,000 to $499,999

What company does Eric Wikstrom work for?

Eric Wikstrom works for Integrated Wealth Strategies,LLC

What is Eric Wikstrom's role at Integrated Wealth Strategies,LLC?

Eric Wikstrom is Founder

What industry does Eric Wikstrom work in?

Eric Wikstrom works in the Financial Services industry.

Eric Wikstrom Email Addresses

Email Eric Wikstrom at [email protected] and [email protected]. This email is the most updated Eric Wikstrom email found in 2026.

Eric Wikstrom Phone Numbers

Eric Wikstrom phone number is +14253010135 and +12069498236.
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