Your life’s work deserves a guide—before, during, and after the sale.

Integrated Private Wealth guides business owners and their families through complex, high-stakes transitions with clarity, confidence, and control.
RESERVE YOUR TRANSITION STRATEGY SESSION

Wealth management is what we do, but Transition Guides are who we are

Integrated Private Wealth serves as transition guides for wealth creators navigating one of the most defining moments of their lives: the sale of their life’s work. We combine world-class navigation with calm, trusted counsel, because when the stakes are high, technical expertise isn’t enough. This moment requires leadership, perspective, and steady decision-making.

Our role is simple. We help you move through complexity with clarity, confidence, and control, so you protect both value and peace of mind as you step into what comes next.

Every option explored. No stone unturned.

RESERVE YOUR TRANSITION STRATEGY SESSION
WHO WE ARE

Built for wealth creators facing a once-in-a-lifetime transition

We work with wealth creators. Business owners who did not simply build wealth, but built something that mattered. A company that created jobs, opportunity, and stability for others.

As you approach a transition, the decisions are rarely just financial. They affect your family, and the legacy built beyond the business. They deserve a team that can lead through complexity with clarity and care.



Because selling a business is not just a transaction. It is a turning point that impacts your identity, family, finances, and the future.

Trusted by wealth creators and families
navigating high-stakes transitions

30+

years of experience

Guiding families through complex financial decisions across market cycles, ownership transitions, and generational change.

100+

liquidity events

Deep familiarity with pre-sale planning, transaction dynamics, and post-liquidity decision-making.

$25m – $250m+

typical client net worth range

We manage substantial wealth for families who demand sophisticated strategies and white-glove service.

Backed by a Top 100 RIA

Backed by Integrated Partners, a Barron’s Top 100 RIA Firm (2025), providing enterprise-scale resources and multi-disciplinary support.
RESERVE YOUR TRANSITION STRATEGY SESSION
WHY INTEGRATED PRIVATE WEALTH

Leadership every step of the way

Dave Hunt
Integrated Private Wealth provides leadership before the sale, throughout the transaction, and well after it’s complete. From advanced scenario planning to evaluating investment opportunities to Sunday-night calls, we guide you through the entire process, not just what happens after the check clears.
Transitions rarely succeed on autopilot. They succeed when an advisor and their team are proactively involved in the details, coordinating specialists, and shaping outcomes. We evaluate options, anticipate risks, and help you make decisions that protect both wealth and well-being.
This level of involvement is what prevents costly oversights and missed opportunities. You won’t feel like you’re managing a sale alone. You will feel supported by a team that understands the full picture, and knows what matters most to you.

Thoughtful transitions for
business owners

An integrated approach to helping you and your family maximize value before the sale, minimize risk and taxes during the transaction, and steward wealth intentionally in the years that follow.
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What Sets Us Apart

The Regret-Free™ Process

In moments this consequential, guessing is expensive. We create clarity early so decisions are deliberate, not reactive.

Our thoughtful and collaborative process guides you through three clearly defined stages, to help you feel prepared, protected, and peaceful through every step of the journey.

We work to maximize your value, minimize risk,
and optimize your outcomes.

Maximize

Stage 01

Maximize

  • Enterprise value
  • Deal readiness
  • Leverage, timing, and optionality

Before you ever go to market, we help strengthen the value of what you’ve built. We help you position your business, balance sheet, and personal financial world for leverage, not urgency.

Minimize

Stage 02

Minimize

  • Taxes
  • Execution risk
  • Misalignment between deal structure and 
life outcomes

In the transaction phase, where the deal is being negotiated and finalized, we work to protect against everything that quietly erodes value, from taxes to execution risk and misalignment. This is where we help reduce complexity, avoid missteps, and ensure deal structure supports your life outcomes.

Optimize

Stage 03

Optimize

  • Capital deployment
  • Estate and legacy outcomes
  • Identity, fulfillment, and impact

After the transaction, priorities evolve. We help translate capital into clarity by aligning wealth with your goals, values, identity, and impact so money supports the life you want to lead, not the other way around.
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A clear process, a calm experience, built for defining moments

You have one chance to do this well. And the difference between a good outcome and a great one is rarely luck. It’s preparation, strategy, and execution.


We built our process with the goal of helping you pursue greater value, manage potential losses, and navigate the emotional uncertainty that leads to second-guessing.
Navigate life’s transitions with confidence

A letter from leadership

Dave Hunt

Dave Hunt, CFP®, CBEC®, AAMS®

Wealth Manager, Integrated Private Wealth

Life is full of milestones. Some are earned through years of sacrifice and hard work. Others arrive unexpectedly and require important decisions in moments where the stakes feel high.

For the business owners, families, and individuals we serve, these moments are about far more than money. They shape families, futures, and the legacy someone hopes to leave behind.

At Integrated Private Wealth, we believe people deserve more than fragmented financial advice. They deserve experienced leadership, thoughtful coordination, and a team that sees the full picture.

Our clients are often navigating complex transitions — growing a business, preparing for a liquidity event, planning for retirement, or stewarding wealth across generations. In these moments, clarity matters. Leadership matters. Preparation matters.

That is why our approach is proactive, integrated, and intentional. Investment strategy, tax planning, estate considerations, risk management, and long-term family goals should never operate in silos. Every important decision impacts the others. Our responsibility is to help clients navigate those decisions thoughtfully — anticipating risks, uncovering opportunities, and helping ensure nothing important is overlooked.

Because our work is not simply about building wealth. It is about helping people steward it wisely so they can move forward with greater clarity, confidence, and peace of mind.

Success is not simply reaching a milestone.
It is being prepared for what comes next.

Here to guide you,

Dave Hunt, Integrated Private Wealth
Services

Services designed for complex lives and defining moments

Your wealth doesn’t live in one account, and meaningful transitions don’t unfold in a single meeting. Our role is to coordinate the full picture, aligning strategy, decisions, and execution across every stage of change.

Business transition guidance

Strategic leadership for owners preparing for, navigating, and exiting a business. We help you align business, balance sheet, and personal decisions early so that outcomes are driven by preparation, not urgency.

Wealth transition guidance

Support for families navigating the shift from business ownership to multi-generational wealth. We help simplify complexity, align estate and legacy planning, and ensure continuity through change.

Tax planning and optimization

Proactive tax strategy designed to preserve what matters most. We evaluate structure, timing, and alternatives early, helping you make informed decisions with confidence rather than pressure.

Asset preservation and risk management

Protection strategies designed to defend capital against avoidable risk, including market volatility, legal exposure, and structural blind spots that quietly erode outcomes over time.

Investment stewardship

A disciplined investment approach aligned with long-term goals, liquidity needs, and life priorities, ensuring capital supports what comes next, not just what came before.

Philanthropic and
impact planning

Intentional giving strategies that reflect values and extend impact. We help structure philanthropy in ways that are thoughtful, tax-aware, and aligned with your long-term legacy goals.

Retirement and post-liquidity planning

Guidance for life after liquidity, including income strategy, healthcare considerations, and long-term planning, designed for flexibility, confidence, and peace of mind.

Concierge-level coordination

High-touch coordination across advisors, specialists, and family needs. We serve as a central point of leadership so you experience clarity and continuity, not fragmentation.

And more…

If your life is complex, your plan should be integrated. We tailor our approach to your reality so critical details don’t get missed, and decisions remain aligned as circumstances evolve.

Start with clarity

Not the process of selling. The process of knowing. Too many business owners wait until the final moments to fully understand how value is created.

The strongest transitions aren’t built in the last months. They’re shaped through preparation and thoughtful planning, long before a transaction is on the table.

Start earlier. Gain options. Protect what you built. And design what comes next.

Reserve Your Transition Strategy Session
Origin story

Integrated Private Wealth didn’t start with a product or a platform.

It emerged from a series of recurring, hard-to-ignore patterns.

Over time, our founders and leadership recognized that even the most successful business owners were being advised in pieces. CPAs, attorneys, and wealth advisors were each doing important work, but rarely in a coordinated way. That fragmentation quietly introduced risk, inefficiency, and missed opportunity, especially in the moments that mattered most.

It also became clear that successful business owners and their families were deeply underserved during transition.

Despite significant success, many were navigating the most complex decisions of their lives without integrated guidance or clear leadership across disciplines.

The most costly gap was often timing 
and structure.

Tax planning, liquidity strategy, and post-transaction planning were frequently reactive, addressed too late, or considered in isolation. Owners spent decades creating value, only to see avoidable friction and structural blind spots diminish outcomes they had worked so hard to create.

The result wasn’t always a failed transaction.

It was uncertainty, second-guessing, and missed opportunity.

Integrated Private Wealth was built to address those gaps by providing coordinated leadership before, during, and after liquidity.



We guide business owners and families through complex transitions with preparation, integration, and clarity, helping them protect value, align decisions, and move forward with confidence.

Because the goal isn’t just a successful exit.

It’s peace of mind, confidence, and clarity on the other side.
TEAM

Meet your team

At Integrated Private Wealth, we focus on the human side of planning and investing to make a meaningful difference in your life. Our deep bench of industry leading specialists will work on your behalf to prioritize your goals, values, and mission.
Dave Hunt

Dave Hunt, CFP®, CBEC®, AAMS®

For more than 30 years, I’ve partnered with business owners to help them gain greater influence over their time, money, and businesses. As a CERTIFIED FINANCIAL PLANNER™ professional, I lead our advisory team in transforming complex financial decisions into simple, actionable conversations. With greater faithfulness and stewardship, we have the privilege of changing the lives of business owners and their families across the U.S. I’m also a Certified Business Exit Consultant, guiding owners through one of the most significant milestones in their lives—the transition out of their business.

Homer S. Smith IV, CFP®, CRPC®, BFA™ , CBEC®

A Private Wealth Advisor with over 20 years of industry experience, Homer has dedicated his practice to working with business owners and families of wealth with complex financial planning needs. His mission is to simplify the lives of his clients by quieting the noise that surrounds them both personally and in their business and allow them to focus on what matters most – their purpose and goals.
Robert Hough

Robert Hough, CFP®

As a Wealth Manager and CERTIFIED FINANCIAL PLANNER™, my mission is to ensure clients feel heard, valued, and supported as they pursue their goals and dreams. I take a comprehensive approach to wealth management and offer fresh perspectives that inspire clients to think beyond what they once thought possible. As a lifelong learner, I continually seek new insights and strategies to provide guidance that is both innovative and practical, giving clients confidence as they steward their resources with purpose.
Ryan House

Ryan House

As Relationship Manager, I’m committed to delivering best-in-class service and supporting clients through every stage of their financial journey. After studying International Relations and working with Christian missions, my career then led me into the financial industry. In this role, I’ve found great purpose in helping clients steward their resources wisely and confidently.
Logan Bell

Logan Bell

As Client Concierge, I bring my organizational and communication skills to create an exceptional experience for every client. My career began in Greenville, where I served as Director of Finance and Administration as well as Director of Events for Downtown Greenville, gaining valuable experience in both leadership and client engagement.
CONTACT US

Start with a transition strategy conversation

Whether you’re preparing for a business transition, navigating life after liquidity, or simply looking to understand what’s possible, let’s connect.
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