Joe Hogan (CEO)

Chief Operating Officer

Joe has just one goal for his clients – the freedom to truly enjoy everything they've worked so hard to earn. By helping them coordinate their finances and relieving the burden of managing it all, he strives to help people from all walks of life achieve the financial futures they've imagined.

A desire to help people brought Joe to the financial services industry in 2003, and in 2008, he became part of the founding team of Integrated Wealth Solutions. He holds a Bachelor of Science degree in finance from the University of Central Florida, where He also completed the CFP® Certification Professional Education Program. Joe holds several industry credentials, including Series 7, Series 66 and insurance licenses.
36 West 20th Street, 9th Floor, New York, NY 10011
Tel   212.792.5810 |  Fax   212.792.5810