Retirement plans can be an effective way build your nest-egg and may offer tax advantages. Don’t miss out on this opportunity to invest in your financial future.
Many retirement plans have a 2019 contribution deadline of 4/15/2020 although other IRAs such as SIMPLE and SEP may be able to wait until the filing extension date.
Please reach out to our office if you have any questions, we would love to talk to you.
The IWM team wishes you all a prosperous 2020. Cheers to the new decade.
After graduating from San Jose State University with a degree in finance, Kevin gained valuable experience by working for a Fortune 100 Company as well as owning several small businesses. He worked with large financial companies, like Merrill Lynch and Edward Jones, prior to founding Integrated Wealth Management in 2008. As Managing Partner, Kevin leads the strategic, operating, and financial management activities for the firm, as well as focusing his efforts on the way families manage their financial portfolios.
The success of Craig's financial planning practice is based on establishing clear expectations and consistent communication. He develops a foundation of trust and confidence with each client, while providing professional guidance to meet their financial planning needs. He strives to make sure each client understands the overall strategy in the spirit of achieving financial freedom.
Since joining the IWM team in 2014, Sandy has gone on to specialize in working with individuals to help them aggregate their financial lives beyond investment management. Working closely with the IWM team, her goal is to not only provide a financial plan and investment strategy that is aligned with her client’s interests and what’s important to them, but things as simple as recommending a nice place for dinner in our local community or partnering to help them work through some of life’s more challenging times.
As an owner and Managing Partner of The Financial Services Network and Chief Investment Officer of Strategic Wealth Advisors Group, LLC (SWAG), Jeremy is responsible for supporting all Network advisors in how to best leverage investment tools, products and technology to support their practices. Jeremy’s prior experience includes the establishment and management of a natural resource hedge fund, Stowe Partners LLC, has published two indices and launched two ETF’s. In addition, Jeremy developed the Quantitative Allocation Methodology™ for the design and management of investment portfolios.
Prior to joining the team at Integrated Wealth Management, Julie has spent the past 40 years providing her clients with trust, integrity and attentive service. Julie strives to make a difference in the lives of her clients by cultivating lasting relationships, providing effective wealth management solutions from one generation to the next.
Caroline focuses on helping clients pursue specific financial goals through strategic asset allocation. Her comprehensive approach to wealth management helps ensure portfolio investments are closely monitored for potential impact from changing economic and market conditions, as well as changes in individual client circumstances. She recommends and aligns estate and tax planning strategies based on individual needs and objectives.
With a background in Operations and Customer Service Lori joined IWM, helping to elevate the client experience. Working directly with clients to gather and organize data, she is instrumental to assisting our advisors with opening accounts, transferring funds, and reporting. Lori's attention to details and quality of care ensures operations run smoothly in our office.
With a background in Operations, Management, and Customer Service, Nicole joined our team in 2016. She is known for her client-first mentality, leading our Operational Team to provide the highest quality of service. Nicole is also responsible for designing and implementing systems to ensure that operations run smoothly.
Crystal Cervantes is the first person you see when walking into our office or the first voice you will reach when calling. With more than 20 years in the service industry she can answer all of your questions or direct you to the person who can. She provides administrative and operational support to our clients as well as helping with client events, marketing, and advertising.
Jeannie is a San Jose native who graduated from Notre Dame de Namur University in Belmont, CA with a Bachelor's of Science in Business Administration and Finance. She has worked in the financial industry since 2007. Her passion is helping people and she does so as a liaison for our advisors, helping them expedite critical client processes.
Interested in Joining IWM?
More time for your clients, more support for your practice.
IWM provides advisors with an extensive support base of key practice resources. Through our customized approach, advisors can focus their attention on serving clients, while taking advantage of support services that can help grow their business, improve practice management, retain clients
Kevin approaches each client with a high level of confidence and integrity. With excellent communication skills, he is able to identify the entire financial picture and individual needs. He takes the time to understand each client’s goals, establish where they want to go, and together, build a path to get them there. More than just serving his clients as their Financial Advisor, they view him as their financial infrastructure — providing daily guidance to asset management, family and estate planning services and comprehensive financial planning.