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Our Team

Like many of the clients we serve, our team’s leaders are outdoor enthusiasts always in search of the next adventure to pursue or goal to tackle. Richard Vasquez and Sam Gaeta share a love of sailing, running, swimming, and golfing — and they have each completed multiple Ironman triathlons.

In addition to their passions for adventure and athletics, Richard and Sam are also family. Our uncle-nephew team brings the loyalty, respect, and transparency you’d expect from a caring family to every client relationship. And they are proud to build on the legacy that Richard’s father, Richard Vasquez, Sr., began when he joined the financial-services industry in 1977.

Today, Richard and Sam unite their distinct skills and experience to help clients chart their course toward the future they imagine.

How We Work

Our name, Integrated Wealth Consultants, describes our approach to wealth management. The word “integrated” reflects our ability to combine or coordinate separate elements so as to provide a harmonious, interrelated whole. With every relationship we build and financial plan we create, our goal is to align every aspect of our clients' wealth management. We demonstrate our commitment to an integrated approach not only in our client relationships and recommendations — but also in the legal structure of our organization.

Our Integrated Structure

We believe that ego often gets in the way of providing the best wealth management support, and too many financial professionals try to go it alone. But let’s be honest: No one can be an expert on every financial development in the world. So, we’ve created an integrated team of professionals to support our customized wealth management.

When you work with our team, Richard and Sam will be by your side through every life event and market environment. And behind the scenes, you’ll have two additional organizations working on your behalf: Global Financial Private Capital and Advisors Excel.

Global Financial Private Capital

Through our affiliation with Global Financial, we collaborate with a team of market experts to build our investment strategies. The financial world is infinitely complex and increasingly convoluted, and we are proud to have an ally who can focus on uncovering niche investment opportunities — so we can dedicate our time to addressing clients’ complete financial lives. And because Global Financial is a Registered Investment Advisor with fiduciary responsibility, you can feel confident knowing that every member of your wealth management team is truly committed to your best interests.

Advisors Excel

We believe that preserving wealth and creating income are just as important as growing portfolios. By affiliating with Advisors Excel, we are able to help clients protect their financial lives with a world of insurance and annuity opportunities. Unlike many firms that push proprietary products or favor one provider over another, our relationship with Advisors Excel allows us to give truly objective, unbiased recommendations. We don’t have sales quotas — instead, we have an abiding commitment to finding the right choices for your specific needs, whatever they may be.

Learn more about how we bring our integrated approach to life through our Wealth Management Triad.