Integrated Wealth Management provides ongoing market updates, product education and semi-annual client appreciation events. 

QUARTERLY MARKET AND PRODUCT UPDATES

Integrated Wealth Management provides quarterly opportunities for clients and the community to participate in discussions about what is happening in the economy and the market. Product representatives will also be persent to share new or updated investment tools available through Integrated Wealth Management clients.  Our meeting schedule for 2011 is below.  If you are interested in attending, call Cindy or Ashley at 408-288-7886 to make a reservation.  Seating is limited.

November 10, 2011 Steve Scheider with Highmark Funds

CLIENT APPRECIATION EVENTS

Integrated Wealth Management appreciates its clients and attempts to show our appreciation through semi-annual super events as well as smaller individual events throughout the year.  Below you will find pictures of previous events as well as the next planned super event. 

Bocce Ball Event

Chardonnay Cruise

Byington Wine Tour and Tasting

OPEN HOUSE EVENTS

In the upcoming months we will be hosting Community Enrichment Events. These will be produced by Willow Glen In Motion and will be social gatherings with a keynote speaker on a topic of interest. All of these events will be open to the public and free of charge. For more information you can email ashley_iwm@yahoo.com or give us a call (408.288.7886).

Kevin C. Swanson is a Registered Representative with and securites and financial planning services are offered through LPL financial,
a Registered Investment Advisor. Member FINRA/SIPC www.finra.org www.sipc.org
The LPL Financial Representative associated with this site may only discuss investments with residents of California and Nevada.