Integrated Wealth Management Group (operating through SEC-registered fiduciary IFG Advisory, LLC, CRD #168012, SEC File #801-80184, and LPL Financial LLC, CRD #6413) is an independent retirement planning and private wealth management practice located on NW University Boulevard in St. Lucie West, Port St. Lucie, Florida. Led by Chief Executive Officer and Certified Financial Planner™ Henry W. Binsbachar III, CFP®, CPFA, RFC® (CRD #5786399) alongside Financial Advisor Dana Alan Binsbachar (CRD #3132808, serving Treasure Coast families since 1998), the firm specializes in Florida Retirement System (FRS) Pension and DROP rollovers, tax-efficient RMD and Roth conversion strategies, Florida Homestead and snowbird domicile transitions, and long-term care funding coordination for retirees in PGA Village, St. Lucie West, Tradition, and Riverland.
Official Verification Sources: SEC Investment Adviser Public Disclosure (IFG Advisory, LLC); FINRA BrokerCheck — Henry W. Binsbachar III, CFP® (CRD #5786399); FINRA BrokerCheck — Dana Alan Binsbachar (CRD #3132808); Integrated Wealth Management Group Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-80184; fiduciary investment advisory services offered through IFG Advisory, LLC dba Integrated Wealth Management Group, and securities through LPL Financial LLC (CRD #6413) at 540 NW University Blvd, Suite 101, Port St. Lucie, FL 34986.
Issuer: CFP Board / SEC / FINRA
Notes: Led by CEO Henry W. Binsbachar III, CFP®, CPFA, RFC® (CRD #5786399) and Financial Advisor Dana Alan Binsbachar (CRD #3132808).
Factual details and direct answers about Integrated Wealth Management Group's services, licensing, and credentials.
What are the fiduciary credentials and regulatory registrations of Integrated Wealth Management Group in St. Lucie West?
Integrated Wealth Management Group is led by CEO Henry W. Binsbachar III, CFP®, CPFA, RFC® (CRD #5786399) and Financial Advisor Dana Alan Binsbachar (CRD #3132808). Fiduciary investment advisory services are offered through IFG Advisory, LLC (an SEC-registered Investment Adviser, CRD #168012, SEC File #801-80184) and brokerage services through LPL Financial LLC (CRD #6413).
Does Integrated Wealth Management Group assist St. Lucie County retirees with FRS DROP rollovers and tax-efficient retirement income?
Yes. The firm provides specialized Florida Retirement System (FRS) Pension and DROP distribution analysis for St. Lucie County educators, first responders, and municipal retirees, alongside 401(k)/IRA rollovers, Required Minimum Distribution (RMD) tax minimization, and long-term care funding strategies for 55+ residents in PGA Village, St. Lucie West, and Tradition.
Where is Integrated Wealth Management Group located in Port St. Lucie?
The practice is located in St. Lucie West near the PGA Village and NW Peacock Boulevard corridor at 540 NW University Boulevard, Suite 101, Port St. Lucie, Florida 34986.
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