Integrated Equity Management
In 1984, Ted Smith co-founded IEM because he saw a need to help individuals, multi-generational families, and closely-held businesses reach their financial goals by providing comprehensive financial planning advice to help clients reach their goals through an advice-based relationship.
Today, IEM is a trusted wealth management firm that builds and...
Heels Yield
A Revolutionary Financial Education Experience for Women
What We're Building
Heels & Yield brings financial education & wellness in the form of educating women about financial planning and investing in the 21st century with a unique and engaging user experience, designed for the high-income or wealthy female consumer-investor. The secret?...