Here’s Your Custom Pathway:

Welcome to the Next
Evolution of Wealth

Integrative Wealth (IW) community helps financial professionals evolve beyond the traditional model and build a more human, differentiated, and future-ready practice.

What is Integrative Wealth?

Traditional advising taught clients how to grow assets, but not how to build a more human, differentiated, and future-ready practice.

You optimized portfolios - but not decisions.
You managed risk - but not behavior.
You planned finances - but not life direction.

Integrative Wealth is designed to close that gap.

It is (r)evolutionizing advisory discipline, designed to move you from managing assets to guiding lives.

How Wealth Advisors Evolve Within Anya Institute:

You’re unique, and your path is too. We offer a variety of resources and a structured pathway to support you throughout your journey.

Stage 1: Awakening

"There has to be more than what I was trained to do.”

You sense financial expertise alone doesn’t create change.You begin exploring the Integrative Wealth worldview through our community and resources.

Stage 2: Experience

“I want to understand what this feels like in practice.”

You want to witness the methodology in action.
You join one of our workshops, in-person experiences, or retreats.

Stage 3: Certification

“I want to become an Integrative Wealth Advisor.”

You complete the IWA Certification program and become a certified Integrative Wealth Advisor.

Stage 4: Stewardship

“I want to help others step into this way of working.”

You contribute to the ecosystem, mentor advisors, and support programs globally.

WHERE THIS JOURNEY BEGINS:

Inside the Integrative Wealth Community, you get:

Monthly IWA Practice Newsletter

Insights and practical ideas to gradually evolve how you work with clients.

Quarterly Community Connection Calls

Conversations with other professionals so you don’t feel like you’re navigating this shift alone.

Early Access to Upcoming Events

See what’s coming next so you can choose your timing with clarity.

JOIN THE IW COMMUNITY

FOR ADVISORS READY TO STEP BEYOND OBSERVATION:

Explore The Next Steps in the Integrative Wealth Path:

Experience the method

IWA Introductory Retreat

You sense financial expertise alone doesn’t create change. You begin exploring the Integrative Wealth worldview through our community and resources.

Learn More

Become an Advisor

IWA Certification Cohort 2027

Hybrid mastery and leadership program for financial professionals ready to evolve their practice, redefine wealth, and advise the whole human being beyond their portfolio.

LEARN MORE

“This was the most transformative professional retreat I've been on. The experience helped me articulate where I feel most aligned in my work in this industry. It reaffirmed that the value I can bring to the table is through finding my authentic voice and aligning that with my time, talent and treasure.”

Ami Doshi | Frontier Investment, Management Director / Limitless: Women, Wealth & Wellness

““ I'm just leaving this experience with a full heart. And it seems so strange to say that when we talk about the finance industry, but yes, it is possible to have a lot of heart in financial services. Walking away from this experience now is even beyond what can be described in word. It just feels there's something that's going to happen and that's something big and there's a shift and this is a movement and I'm walking away from this so encouraged, so optimistic that we can do so much good in this industry for our clients, for this industry. ”

Claudia

“It’s rare to find a space where masks drop so quickly. From the very first night, there was a shared commitment to honesty and growth. We laughed, we cried, we challenged each other…and we truly saw each other. That kind of connection shifts something inside you. I feel like I walked away with lifelong friends and I can’t wait to see how we all grow from the experience. ”

Nick George | Founder Financial Planner

Frequently Asked Questions

Is the community required before attending the retreat or certification?

What’s the difference between the Introductory Retreat and the Certification?

Do I need to be certain I want to become an Integrative Wealth Advisor before joining the retreat?

What happens after the certification?

s this relevant if my current role doesn’t fully match Integrative Wealth yet?

Ready to join the Next
Evolution of Wealth?