For Financial Advisors
Learn the practice behind complex wealth
Training and mentorship for advisors who want to serve business owners, executives, and multigenerational families with confidence — built on 27 years of doing the work.
Why This Exists
Experience, transferred
Most advisors learn complex planning the hard way — one uncomfortable case at a time. Joshua F. Ely, CFP®, AAMS®, APMA®, CKA®, is a Private Wealth Advisor and President of Integrate Wealth Management with 27 years guiding clients through retirement planning, executive compensation, estate planning strategies, investments, charitable giving, and employee stock options.
This program exists to shorten that learning curve, and to build genuine relationships between advisors. Teaming up with other advisors has been one of the most durable ways Joshua has grown — and it works in both directions.
What You'll Work Through
The curriculum
Winning the Complex Client
How to earn trust with business owners, executives, and inheritors — the discovery conversation, the questions that matter, and why clarity precedes strategy.
Executive Compensation & Concentrated Equity
RSUs, options, deferred comp, and 10b5-1 realities. How to frame risk, taxes, and timing so a client can actually decide.
Business Exits & Liquidity Events
The advisor's role before, during, and after a transaction — including how to coordinate with CPAs and attorneys without losing the relationship.
Families, Legacy & Generosity
Facilitating multigenerational conversations, charitable strategy, and stewardship planning that keeps families aligned.
Building a Practice That Compounds
Team structure, service models, and the referral and partnership habits that grow a practice in groups rather than one client at a time.
Advisor-to-Advisor Partnership
How joint work actually functions: economics, expectations, and how to bring senior expertise into a case without confusing the client.
Credentials & Recognition
Who you'd be learning from
Joshua F. Ely
Private Wealth Advisor & President
Integrate Wealth Management
Designations
- CFP®
- AAMS®
- APMA®
- CKA®
- B.S., Industrial Distribution — Texas A&M University
Recognitions
- Ameriprise Circle of Success, 2007, 2010, 2015–2024
- Ameriprise Circle of Success Diamond Ring, 2025
- Five Star Wealth Manager, 2012, 2014–2025
- AdvisorHub Advisors to Watch, under $1 billion, 2022
- Integrate Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023–2026
Who this is for
- Newer advisors who want a repeatable process for complex households
- Established advisors moving upmarket into high-net-worth planning
- Teams that need a shared language for discovery and planning conversations
- Advisors looking for a senior partner on complicated cases
Interest Form
Start the conversation
Tell Joshua about your practice, where you are today, and what you'd like to get better at. Every note is read personally, and his team follows up within two business days.