Thank you for joining us in Santa Monica!

What's next for the IW community

Thank you for joining us at the Integrative Wealth Community Gathering in Santa Monica.

Spending time with you in person meant a lot us. We're grateful for the time we shared and the Integrative Wealth Community we're building together.

Below you'll find our upcoming Integrative Wealth events, so they're on your radar.
ONLINE | August 11 (9:30–10:15AM PT)

IW Community Call 

Evolve the way you think, decide, and lead with Breanna Rae Blaney and like-minded financial professionals in this Integrative Wealth Community Call.

LEARN MORE

Joshua Tree, CA | September 9-11, 2026

IWA INTRODUCTORY RETREAT

Remove yourself from distractions, expectations, and the pace of daily life to give yourself the space to work on the business, not just in the business. 

Located in the high desert, just minutes from Joshua Tree National Park, our retreat center offers space to reconnect with nature, community, and yourself. 

And yes, tangible frameworks that evolve the way you view wealth, shift the way you work with clients and ultimately directly impact your bottom line.

LEARN MORE
Live Virtual + In-Person | Feb–Sept 2027

IWA Cohort 2027

The Integrative Wealth Advisor Certification is a first-of-its-kind hybrid mastery and leadership program for financial professionals ready to evolve their practice, redefine wealth, and advise the whole human being beyond their portfolio.

Interested in becoming an Integrative Wealth Advisor?

Apply before August 31, 2026 to secure early enrollment pricing.

Learn More
 
ONLINE | August 11 (9:30–10:15AM PT)

IW Community Call 

Evolve the way you think, decide, and lead with Breanna Rae Blaney and like-minded financial professionals in this Integrative Wealth Community Call.

LEARN MORE
JOSHUA TREE, CA | SEPTEMBER 9-11, 2026

IWA INTRODUCTORY RETREAT

Remove yourself from distractions, expectations, and the pace of daily life to give yourself the space to work on the business, not just in the business. 

Located in the high desert, just minutes from Joshua Tree National Park, our retreat center offers space to reconnect with nature, community, and yourself. 

And yes, tangible frameworks that evolve the way you view wealth, shift the way you work with clients and ultimately directly impact your bottom line.

LEARN MORE
Live Virtual + In-Person | Feb–Sept 2027  
 

IWA Cohort 2027

The Integrative Wealth Advisor Certification is a first-of-its-kind hybrid mastery and leadership program for financial professionals ready to evolve their practice, redefine wealth, and advise the whole human being beyond their portfolio.

Interested in becoming an Integrative Wealth Advisor?

Apply before August 31, 2026 to secure early enrollment pricing.

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

“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

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STEP 3
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