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
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Critical Estate Documents
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Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Term vs. Permanent Life Insurance
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Healthcare Costs in Retirement
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Estimate the total cost in today's dollars of various mortgage alternatives.
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Determine if you are eligible to contribute to a traditional or Roth IRA.
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Capital Gains Tax Estimator
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Tax Management Strategies
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5 Smart Investing Principles
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Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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Social Security: By the Numbers
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The Power of Tax-Deferred Growth
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Your Personal Recovery
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.