People come to this site for two reasons … they want to see what Integrated Wealth Management is about or they were seeking financial guidance. I have created this site to answer your questions, regardless of how you got here.
This site doesn’t have up to the minute market data … we believe in investing strategically toward goals, not indexes, we focus on people—not stocks. This site does not have retirement calculation tools … we believe life goals and dreams are individual and every person's situation is different.
Our practice focuses on the individual needs of people living in the Willow Glen Community. We believe Willow Glen is unique, personal and different. We know the neighborhoods, business communities, politics, events and history that make Willow Glen and the people that live here so special.
At Integrated Wealth we believe in keeping the relationship personal. We meet with our clients at least semi-annually if not quarterly to review their portfolios and communicate with them on a regular basis. We are willing to meet our clients at our office, their home, their office or anywhere that is comfortable and convenient for our clients. We realize that we can not provide this high level of service if we have too many clients. At Integrated Wealth Management we have limited our customers to 150 households to make sure we can exceed each clients expectations.
Customized financial guidance should be very different depending on the amount of investable assets. There should be a completely different investment strategy for someone who has $100,000 to invest versus someone with five million in investments. Integrated Wealth Management's core competencies are best suited for families concerned with planning for life events, portfolio tax management, wealth transfer, estate planning, diversifying beyond stocks and bonds, managing portfolio risk and creating secure futures.
Take a look around the site and get a feel for who Integrated Wealth Management is and what we do. You can also find more information at KevinCSwanson.com. This site is not meant to answer all of your questions, just to get you comfortable enough to continue your evaluation in person. When you are ready, use the contact page to send us an electronic message or give us a call. We look forward to hearing from you.
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A presentation about managing money: using it, saving it, and even getting credit.
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