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Welcome to IntoWealth.  IntoWealth, Striving to Pursue Your Financial Health!

IntoWealth always aims at a new standard for managing your finances. We have a strong industrial relationship with the largest independent broker/dealer* in the US which allows us to offer our clients objective investment advice and comprehensive financial services. We thoroughly analyze product research and only select investments and other financial products that are best suited to our client’s needs. In addition, you may rest assured that IntoWealth is free from proprietary products or investment banking relationships.

Please feel free to check the background of investment professionals associated with this site on FINRA's BrokerCheck.

* as reported by Financial Planning Magazine, June 1996-2017, based on total revenue.

Who We Are Not

We are not one of those one-man shows claiming to be a “Financial Group”; we are an incorporated, professional teamwork-based company. We are not one of those deals operating out of only a briefcase without a dedicated office; we have invested in our own office building to conduct business. We are not one of those salespeople who co-host seminars with CPAs/attorneys/land, oil & gas salespeople/radio program hosts where we have no control over and cannot be responsible for what the other party says to our audience; we only permit our trusted in-house speakers to deliver via our unique “IntoWealth Responsible Seminar System” one topic at a time. We are not one of those multi-level or part-time setups; we are totally committed to only this career and this business full time, all the time. We are not one of those sales-driven practices that push products on you; we are strategy/solution/service-driven practitioners who religiously believe in “plan first, product last”. We are neither captive to nor semi-independent of the industry; we are 100% independent of the industry except that we are required by compliance to clear our security and investment advisory business throuh a broker/dealer like LPL Financial.  We represent you to deal with the wholeindustry. We are not personality-driven business people.  We are system driven.  IntoWealth has its unique and powerful planning system, product placement system, and responsible seminar system.

We believe there are some individuals in the financial services industry that may be interested in their own agendas and interests and some have become victims to these unethical practices.  Our goal is to protect you, your family and your business from that.  We are your family wealth manager.  We strive to be your safe harbor.

Who We Are

We are IntoWealth, a group of independent LPL financial advisors, DBA IntoWealth Financial Planning, IntoWealth Investment Management. Securities and advisory services are offered through LPL Financial, A Registered Investment Advisor, Member FINRA/SIPC .

We work with individuals, families and business clients to provide comprehensive financial solutions.  We believe that nobody plans to fail; people just fail to plan. Our first priority is always to help our clients build a solid financial foundation, with the objective to focus on their wealth growth, preservation and transfer.  We provide our clients with lifetime advice and support by conducting periodic face-to-face financial health check-ups.  We make sure that they are not left behind by their goals, the industry innovations and a safe but fast journey to their financial destinations. Meeting your expectations is not the goal --our goal is to exceed them.

Our Mission Statement

"The mission of IntoWealth is to provide each client with independent professional advice, excellent service, and most suitable products while acting in his/her best interest at all times. IntoWealth, Striving to Pursue Your Financial Health!"

At IntoWealth we work to benefit and enrich the lives of our clients by upholding our high standard of care.  We strive to be a nationally recognized, highly ranked independent financial services firm offering our clients unparalleled financial advice, first-class service, and access to investment products for a competitive price.

In an industry that has been tarnished by mistrust and deceit, we are confident you will appreciate working with our independent financial advisors and professional staff that will truly put your best interests first.


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