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.
Helpful Content
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
What If You Get Audited?
The chances of an IRS audit aren’t that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
What If You Get Audited?
The chances of an IRS audit aren’t that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
View all articles
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
View all calculators
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
View all presentations
The U.S. Credit Downgrade
This video may help put the Standard & Poor's downgrade of the U.S. government's credit rating in perspective.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Get the Score on Your Credit
Your credit score is a vital part of your financial health. Understand how it works.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.