Eric Wikstrom
Founder at Integrated Wealth Strategies,LLC | Mercer Island, Washington, United States
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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.
Founder at Integrated Wealth Strategies,LLC in January 2005 to Present
Director - Investment Management at Lydian Wealth Management in January 2003 to January 2004
Principal - Investment Advisory Services at myCFO in January 2002 to January 2003
Manager - Investment Advisory at Arthur Andersen in January 1999 to January 2002
Marketing Director - Equipment Finance at MetLife Capital in January 1994 to January 1998
Director at GATX Capital in January 1991 to January 1994
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Investments
Retirement Planning
Strategic Financial Planning
Finance
Small Business
Real Estate
Financial Analysis
IRAs
Tax
Alternative Investments
Financial Planning
Corporate Finance
401k
Asset Management
Due Diligence
Start-ups
Funding
Wealth Management Services
Entrepreneurship
Financial Structuring
Banking
Asset Managment
Income Tax
Corporate Tax
Tax Advisory
Business Development
Marketing
Microsoft Office
Microsoft Excel
Asset Allocation
Financial Services
Partnership Taxation
Tax Compliance
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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
Eric Wikstrom Phone Numbers
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