We believe that developing a financial plan is more than putting numbers into a spreadsheet. We want to know and understand your dreams and goals so that we can work with you to develop and implement an investment strategy with the highest probability of acheiving your financial goals with confidence.

As a planning based financial services company, we offer a wide range of solutions to meet our clients needs including such investment products as stocks, bonds and mutual funds as well as a full range of insurance solutions including long term care.

Although we take into consideration all of your financial needs, we do not provide all financial services.  At Integrated Wealth Management we want to simplify your life by 'integrating' or networking with your other professional service providers.  As part of our support services we often coordinate with our client's other advisors such as their accountant, attorney or other insurance professionals.  Integrated Wealth Management also has existing relationships with professional providers if we find you need an introduction.

These are some of the services we provide, for more details, click on the links below.               

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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.