Estate Planning
Wills, trusts, powers of attorney, and advance directives — crafted to protect your family and preserve your wishes with clarity and confidence.
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Trusted in Summit Since 2005
Expert Estate Planning & Business Law —
One Team, Clear Answers
When your finances and legal needs overlap, you deserve a single team that speaks both languages. At Integrated Solutions, we bring together seasoned attorneys and financial advisors to give you straightforward, actionable guidance — no jargon, no guesswork.
20+
Years Serving Summit & the Greater Morris County Area
500+
Families and Businesses Served
98%
Client Retention Rate — We Earn It Every Year
What We Do
Services Built Around your Goals
Whether you're protecting what you've built or planning what's next, we offer practical guidance across the legal and financial spectrum.
Business Law
From entity formation to contract review and dispute resolution, we help entrepreneurs and business owners navigate the legal landscape with confidence.
Learn MoreTax Strategy
Minimize your tax burden with proactive planning — individual returns, business filings, and strategies that align with your long-term financial picture.
Learn MoreFinancial Planning
Retirement readiness, investment guidance, and wealth management tailored to your timeline — because every dollar should have a purpose.
Learn MoreCompliance & Risk
Stay ahead of regulations with thorough compliance reviews, policy development, and risk assessments that keep your organization on solid ground.
Learn MoreSuccession Planning
Prepare for the future — whether transitioning a family business, planning leadership changes, or ensuring a smooth generational handoff.
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About Us
Rooted in Summit,
Meet Our Team
Rooted in Summit,
Committed to you
Integrated Solutions was founded on a simple belief: legal and financial guidance should feel like a conversation, not a lecture. Based in the heart of Summit, New Jersey, our team brings together licensed attorneys and certified financial professionals who genuinely care about the outcomes they help create.
We've spent over two decades serving individuals, families, and businesses across Morris County and beyond. We know that every situation is different — and we tailor our approach to fit your goals, not a one-size-fits-all template.
Transparent fees — no surprises
Personalized strategies, not templates
Legal + financial under one roof
Local, responsive, and always accessible
Why Integrated Solutions
The Difference Is in the Details
We don't just handle paperwork — we build relationships. Here's what sets us apart from the rest.
01
Integrated Approach
Legal and financial advice often overlap — and too often, they're delivered in silos. We bring both disciplines together so you get a unified strategy that actually makes sense.
02
Clear Communication
Complex topics deserve plain-language explanations. We take the time to make sure you understand every step, every option, and every implication before you decide.
03
Community Focused
We're your neighbors — active in Summit and Morris County. We invest in this community because our success is tied to yours.
04
Proven Track Record
Two decades of serving local families and businesses speaks for itself. Our clients return because we deliver results they can trust.
Client Stories
What Our Clients Say
We let the results — and the relationships — speak for themselves.
"Integrated Solutions helped us navigate a complicated estate plan with patience and genuine care. We felt heard at every step, and the process was far less stressful than we expected."
"As a small business owner, I needed someone who understood both the legal and financial sides of running a company. Integrated Solutions became my go-to — professional, responsive, and always thorough."
"They made retirement planning feel manageable instead of overwhelming. The team took the time to explain everything in plain terms and built a strategy that actually fits our life."
Ready to Take the Next Step?
Whether you have a specific question or just want to explore your options, we're here to listen. Schedule a no-obligation consultation and let's figure out the best path forward — together.
Contact Us
Let's Start a Conversation
We'd love to hear from you. Reach out by phone, email, or stop by our office — we're always happy to help.
Office Address
121 Summit Ave Ste 205
Summit, NJ 07901
Summit, NJ 07901
Phone
908-743-1300
Office Hours
Mon – Fri: 9:00 AM – 6:00 PM
Sat – Sun: By Appointment
Sat – Sun: By Appointment
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