Integrated Wealth Management uses award winning technology provided through eMoney to organize and consolidate all of your financial accounts, wherever they are held, so you can see your total financial picture at any time.  All balances are tracked and revised daily and you are always up to date on your holdings, accounts and activity. 

Your assets are analyzed daily against plan objectives so we can see what is working and what needs to be adjusted.  Automatic alerts keep us informed of problems or opportunities in your portfolio so we can work with you to correct or take advantage of the situation.

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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.