Integrated Equity Management

Integrated Equity Management Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Integrated Equity Management, Financial planner, 7900 International Drive Suite 405, Bloomington, MN.

You don't need a dramatic financial overhaul to build real wealth. Here's what actually works:💰 Automate your savings be...
06/02/2026

You don't need a dramatic financial overhaul to build real wealth. Here's what actually works:

💰 Automate your savings before you have a chance to spend
📈 Increase contributions when you get a raise
🔄 Rebalance your investments annually
📋 Review your spending every quarter

Small, consistent moves create momentum that builds over years and decades.

☀️ Summer is almost here, and so are the expenses that come with it.Before the season kicks off, take 20 minutes to map ...
05/28/2026

☀️ Summer is almost here, and so are the expenses that come with it.

Before the season kicks off, take 20 minutes to map out what you plan to spend. 💸 Vacations, activities, home projects. Having a number in mind before you start spending is the difference between a summer you enjoy and one you recover from.

Small planning moments now = big financial wins later. 🙌

On this Memorial Day, we pause to honor the men and women who gave everything in service to this country. Their sacrific...
05/25/2026

On this Memorial Day, we pause to honor the men and women who gave everything in service to this country. Their sacrifice is the foundation of the freedoms we hold dear. We are grateful, always.

Our office will close early at 12pm CT today in observance of Memorial Day weekend. We'll be back to full speed on Tuesd...
05/22/2026

Our office will close early at 12pm CT today in observance of Memorial Day weekend. We'll be back to full speed on Tuesday, May 26th. Wishing everyone a safe and meaningful holiday weekend.

At Integrated Equity Management, we help clients move beyond simply managing money. We help them build wealth with inten...
05/19/2026

At Integrated Equity Management, we help clients move beyond simply managing money. We help them build wealth with intention and strategy.

Through coordinated investment management, tax planning, and cash flow strategies, we work with you to create a clear path toward your financial goals. Whether you're building wealth for the first time or looking to optimize what you've already accumulated, we bring clarity to the process.

Your wealth should work as hard as you do. Let's build a strategy that makes that happen.

Connect with our team: www.integratedequity.net

College may feel far away, but the earlier you start planning, the more options you create for your family.529 plans off...
05/14/2026

College may feel far away, but the earlier you start planning, the more options you create for your family.

529 plans offer tax advantages and flexibility, and even small, consistent contributions can add up over time. Whether your child is heading to college in two years or twelve, having a plan in place brings clarity and confidence.

It's not just about saving. It's about giving your family choices when the time comes.

*The fees, expenses, and features of 529 plans can vary from state to state. 529 plans involve investment risk, including the possible loss of funds. There is no guarantee that an education-funding goal will be met. In order to be federally tax free, earnings must be used to pay for qualified education expenses. The earnings portion of a nonqualified withdrawal will be subject to ordinary income tax at the recipient’s marginal rate and subject to a 10 percent penalty. By investing in a plan outside your state of residence, you may lose any state tax benefits. 529 plans are subject to enrollment, maintenance, and administration/management fees and expenses.

At Integrated Equity Management, we believe your financial plan should bring all the pieces together. Investment strateg...
05/05/2026

At Integrated Equity Management, we believe your financial plan should bring all the pieces together. Investment strategy, tax coordination, retirement planning, and wealth accumulation shouldn't exist in silos.

We help you see how everything connects. By understanding your complete financial picture, we can create strategies that work together toward your goals, not against them.

Because the best outcomes happen when your entire financial life is coordinated and intentional.

Learn more about our approach: www.integratedequity.net

Life is full of surprises, and not all of them come with advance notice. An emergency fund is your financial safety net ...
04/28/2026

Life is full of surprises, and not all of them come with advance notice. An emergency fund is your financial safety net for the unexpected.

Here's how to build one that works:

➡️ Start with a goal of three to six months of essential expenses.
➡️ Automate monthly transfers to a separate savings account.
➡️ Keep it accessible but separate from your everyday spending.
➡️ Rebuild it quickly after using it, even if that means smaller contributions for a while.

An emergency fund isn't just about the money. It's about the confidence and flexibility it gives you when you need it most.

As the weather warms up, it's a perfect time to give your finances some attention. Here are a few areas worth reviewing:...
04/22/2026

As the weather warms up, it's a perfect time to give your finances some attention. Here are a few areas worth reviewing:

✅ Declutter old accounts. Consolidate where it makes sense and close what you're not using.
✅ Review subscriptions and recurring charges. Cancel what no longer adds value.
✅ Update your budget to reflect any changes in income or priorities.
✅ Check in on your progress toward this year's financial goals.

A little financial housekeeping now can help you feel more organized and in control for the months ahead.

04/16/2026

Our CEO and President, Cammy Smith, recently attended the Commonwealth Financial Network (CFN) Leadership Conference in Madrid, Spain, joined by her family.

The conference brought together firm leaders from across the country for meaningful conversation, fresh perspective, and the kind of peer connection that keeps us sharp for the clients we serve.

We love seeing Cammy represent IEM on a stage like this, and we're proud to be part of a network that invests in its leaders.

Address

7900 International Drive Suite 405
Bloomington, MN
55425

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4pm

Telephone

+19528545544

Website

Alerts

Be the first to know and let us send you an email when Integrated Equity Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Integrated Equity Management:

Shortcuts

Share

Category