Welcome to our Financial Insights Blog
Would You Care to Use a Lifeline? Mastering Cash Management
Everyone remembers the Regis Philbin show, Who Wants to Be a Millionaire. When a contestant was stumped, Regis would offer them a series of...
Gains and Losses – The Advantage of Harvesting All Year Round
Every missed opportunity and feeling of regret create a series of internal promises not to follow that same path again. Then, we get busy, and bad...
8 Tax Planning Strategies to Help Simplify Your 2025
Tax season can feel like a marathon. Go online to download your W2. Print out a form. Reprint another form since you got the wrong one the first...
Be Cyber Secure – How to Prevent Identity Theft
From online banking and shopping to social media and email, have you ever stopped to think about the trail of personal information you leave behind...
Secrets Revealed – Key Insights to Avoid Probate
They say the only constants in life are death and taxes. And despite the consistency, we do our best to ignore both. Instead of facing these...
2025 By the Numbers – 4 Key Ideas You Can’t Afford to Ignore
The financial landscape is constantly evolving, which means staying ahead of the curve is more critical than ever. Information is power. Staying...
The Power of Financial Wellness
The New Year is a time for resolutions and new beginnings. Every January, local gyms are inundated with people looking to get fit. But by February,...
12 Days of Giving – Your Philanthropic Guide
As the year draws to a close, it’s a perfect time to reflect and consider ways to give back. When done properly, charitable giving offers a bevy of...
We are excited to share that our registered investment advisor (RIA), Integrated Partners, has been included in Barron’s list of Top 100 RIA Firms for 2024.
We are excited to share that our registered investment advisor (RIA), Integrated Partners, has been included in Barron's list of Top 100 RIA Firms...
Longevity Planning – At the Intersection of Health and Wealth
November is Long-Term Care Awareness Month, and it serves as a critical reminder of an often-overlooked reality: We're living longer than ever...
Location | Colorado
501 S Cherry Street
Suite 510
Denver, CO 80246
Phone
(720) 458-6841
Industry Leading Awards and Credentials





Investment advice offered through Integrated Partners, doing business as PRISM Financial Strategies, a registered investment advisor. Securities offered through M.S. Howells & Co., member FINRA/SIPC. M.S. Howells & Co, Integrated Partners and PRISM Financial Strategies are separate entities.
Barron’s “Top 100 RIA Firms” ranking is based upon quantitative and qualitative criteria including: regulatory records, client retention reports, assets managed, revenue generated, technology spending, number of clients, size and diversity of staff, placement of a succession plan, and more. Investor experience and returns are not considered. Neither Integrated Partners nor its financial advisors pay a fee to Barron’s in exchange for the ranking.
Disclosures: Firm ADV, Part 2 Brochures | Part 3 Form CRS