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ABOUT
INTEGRATED
WEALTH STRATEGIES

EXPERIENCED ADVISORS WHO CAN NAVIGATE THE CHALLENGES THAT AFFECT YOUR FAMILY AND YOUR BUSINESS.

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DANIEL C. CASWELL, CPA

Since graduating from the University of Texas at Austin with a Bachelor’s in Business Administration in Accounting and Finance in 1984, Daniel Caswell has advised a number of successful companies, founders, and CEOs. His years of vast experience include time at an international CPA firm as director of asset management, as treasurer of a Fortune 500 company, and as director and CFO of a venture capital firm. Today, he works as the personal CFO for some of the most successful business owners and executives in the country.

Daniel has worked on numerous projects with multiple industry leaders and advisors over the past 30 years of his career, while at the same time sharpening his ability to design and integrate custom solutions for the complex problems that CEOs and business owners face from day to day. As a father and a former CFO, he provides critical, independent advice for his clients to help protect their families and extract the best value from a lifetime of hard work and investment.

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LYNNE<br/>WIGGINS, J.D.

LYNNE
WIGGINS, J.D.

A 25-year veteran in the securities industry, both as an attorney and financial advisor, Lynne coordinates and leads our Family Wealth Office, helping families with their overall strategic financial, estate, and tax planning. As a former SEC enforcement and litigation attorney and past trial counsel for Fortune 500 companies, she combines her extensive product knowledge of the financial markets with a dedication to a high standard of excellence in helping clients pursue their personal and financial goals.

We have spent our entire careers helping clients like you.

We have spent our careers coordinating projects with various financial and legal professionals in numerous industries. Most importantly, our advisors use the Life Wealth Portfolio process and philosophy to become fluent on you and your plan.

YOUR TEAM

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DANIEL C. CASWELL, CPA

Advisor Network

We have assembled a nationwide network of top advisors and professionals, including Dimensional Fund Advisors and Lion Street, to provide you with access to the best practices and strategies.

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LYNNE WIGGINS, JD

CPAs and Attorneys

Our firm consists of CPAs and attorneys who use their experience and knowledge to help you, your business, and your family execute your plan.

Business Experience

Our advisors’ technical and generational experience, along with access to our network of advisors across the country, uniquely qualifies us to help you seize any opportunity or tackle any problem. We understand that planning and execution are keys to success. Our advisors have managed businesses and consulted business owners for decades, which means your team will have the specific experience you’re looking for to provide a unique understanding of your business and financial issues.

It’s a Family Affair

Dean Caswell started the firm Caswell and Associates in 1970 when he helped New York Life open its Austin Agency location. He created Integrated Wealth Strategies when his son, Daniel Caswell, joined the firm in 2001, bringing his experience as a CPA, consultant, and in asset management to the firm. The next generation was secured with the addition of his grandson, Austin, in 2013, who brought his financial risk and analytics emphasis from college. The firm is positioned to work with all generations for generations to come.

YOUR TEAM

Business Experience

Our advisors’ technical and generational experience, along with access to our network of advisors across the country, uniquely qualifies us to help you seize any opportunity or tackle any problem. We understand that planning and execution are keys to success. Our advisors have managed businesses and consulted business owners for decades, which means your team will have the specific experience you’re looking for to provide a unique understanding of your business and financial issues.

Advisor Network

We have assembled a nationwide network of top advisors and professionals, including Dimensional Fund Advisors and Lion Street, to provide you with access to the best practices and strategies.

+

DANIEL C. CASWELL, CPA

CPAs and Attorneys

Our firm consists of CPAs and attorneys who use their experience and knowledge to help you, your business, and your family execute your plan.

+

LYNNE WIGGINS, JD

It’s a Family Affair

Dean Caswell started the firm Caswell and Associates in 1970 when he helped New York Life open its Austin Agency location. He created Integrated Wealth Strategies when his son, Daniel Caswell, joined the firm in 2001, bringing his experience as a CPA, consultant, and in asset management to the firm. The next generation was secured with the addition of his grandson, Austin, in 2013, who brought his financial risk and analytics emphasis from college. The firm is positioned to work with all generations for generations to come.

YOUR TEAM

Business Experience

Our advisors’ technical and generational experience, along with access to our network of advisors across the country, uniquely qualifies us to help you seize any opportunity or tackle any problem. We understand that planning and execution are keys to success. Our advisors have managed businesses and consulted business owners for decades, which means your team will have the specific experience you’re looking for to provide a unique understanding of your business and financial issues.

+

DANIEL C. CASWELL, CPA

CPAs and Attorneys

Our firm consists of CPAs and attorneys who use their experience and knowledge to help you, your business, and your family execute your plan.

Advisor Network

We have assembled a nationwide network of top advisors and professionals, including Dimensional Fund Advisors and Lion Street, to provide you with access to the best practices and strategies.

+

LYNNE WIGGINS, JD

It’s a Family Affair

Dean Caswell started the firm Caswell and Associates in 1970 when he helped New York Life open its Austin Agency location. He created Integrated Wealth Strategies when his son, Daniel Caswell, joined the firm in 2001, bringing his experience as a CPA, consultant, and in asset management to the firm. The next generation was secured with the addition of his grandson, Austin, in 2013, who brought his financial risk and analytics emphasis from college. The firm is positioned to work with all generations for generations to come.