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Our philosophy?

Listen before we lead.

At Integrated Wealth, we believe a personalized approach is the only approach.


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You’re not just a client. You’re family.

It begins with a conversation: We ask many questions, and simply listen. Then, we develop a customized wealth management plan tailored to fit your unique goals and dreams. As independent wealth advisors, we’re able to focus on your very unique big picture and deliver a plan to help you achieve what matters most … to you and your family. As Partners, we are here to guide you personally, every step of the way, delivering insight and answers so you can look ahead with confidence.

 

About Us

What matters most to you? Our journey together begins with exploration: we ask, listen and learn about you and your family. Only then can we create a customized wealth management plan to meet your unique needs, goals and dreams.

 

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Services

We believe comprehensive solutions are the key to true wealth management. That’s why, in addition to our core investment consulting focus, we assist in addressing your other financial priorities and concerns as well.

 

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Our Process

We understand that trust forms the cornerstone of a successful advisory relationship. We work to earn your trust by first learning everything we can about you, then providing the transparency and objectivity you need to make confident decisions about your wealth.

 

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Our Team

Learn more about the advisors at Integrated Wealth.

 

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Your Advisory Team

 

Craig L. Splan, CFP®

 

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Tray Wiltse

 

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Bill L. Day

 

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Your Support Team

 

Kim Roberts

 

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Vinnie Long

 

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Katie Hampton

 

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Our Clients

Your goals. Your dreams. Your life.


 

Retirees

You’ve worked hard to earn your wealth. Knowing that you have prepared well for you and your heirs allows you to look forward with less worry. Our focus is on preserving your wealth, so you can enjoy your current lifestyle while building and assuring your legacy. Together, we’ll make sure your legacy leaves a lasting impression on the people and causes you believe in.

 

Medical Professionals

Whether you are a medical professional who is just starting your career or you have been in practice for 35 years and are preparing for retirement, you may not have a clear plan for your wealth that is managed by a team of experts. We offer comprehensive and personal wealth guidance with the awareness of the unique challenges you face, and can even help you select the right retirement plan for your hospital.

 

Business Owners

As an entrepreneur, your business is likely your greatest asset. We’ll help you manage your wealth effectively by understanding the complexities of your business and managing your investments in a manner that supports and compliments your vision.

Our Services

Your path to wealth management is just that: Yours.

We believe comprehensive solutions are the key to true wealth management. We’re here to help you identify your goals, then guide you in making them a reality.

 
 

Investment Consulting

No two investors’ circumstances and objectives are alike, and that’s why we focus on developing outcomes uniquely designed for you. Building the right investment solution begins with a strong awareness of your financial goals and objectives, which we’ll learn during our discovery session. Then, we’ll establish an investment portfolio to confidently fund your lifestyle in your retirement.

At Integrated Wealth, we utilize institutional money managers generally not available to investors. We collaborate with leading experts to better direct you and position your portfolio for success. The truth is, portfolio management is a dynamic process. While our guidance is focused on long-term proven strategies, we are also mindful of the current market environment we are in.

 

Wealth Management Planning

True wealth management requires comprehensively addressing issues beyond investment solutions alone. In addition to our core investment consulting focus, we also coordinate with expert legal, tax, insurance and business advisors to review your situation. Together, we’ll help you accomplish your full wealth management needs and address your other top financial priorities and concerns, including:

  • Tax planning
  • Estate planning
  • Business succession
  • Asset protection
  • Charitable giving
  • Insurance and long-term care
 

Corporate Retirement Plans

We combine our personalized, relationships-first approach with a retirement product portfolio from leading financial service providers in order to help you offer a solid plan to your employees. Whether you own a business, medical practice or a large hospital, we can customize a 401K or other deferred benefits plan to fit your financial and benefits goals. We’ll even provide one-on-one expert financial guidance on site to you and your employees on a regular basis. Why? Because we think it should be easy for both you and your employees to achieve a clear plan for the future.

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Our Process

Your wealth is more than just business: it’s personal.


We understand that trust forms the cornerstone of a successful advisory relationship. We work to earn your trust by first learning all about you, then providing the transparency and objectivity you need to make confident decisions about your wealth.

 

Getting to know you.

Every step of our process is designed to understand you better, so we can give you the best possible advice. Our relationship begins with a meeting where we learn about your financial goals, needs, dreams — even your hobbies. We seek to learn all about you so that we can truly understand your objectives. Only then can we begin to explore ways for you to more effectively manage your wealth so you can live the life you deserve now, and in the future.

 

Creating your custom plan.

After determining what matters most to you and your family, we develop and present your customized plan, designed to achieve your unique goals and address your greatest concerns. And, since preserving your wealth is a top priority, we’ve made it our core focus. With the support of the nation’s leading institutional money managers, we deliver investment recommendations that seek a prudent balance between the performance you desire and the risk incurred.

 

Staying in close contact.

We’ll check in with you on a regularly scheduled basis to discuss changes, ideas and performance. But you don’t have to wait for a scheduled meeting to reach out: As a local wealth management boutique, we are easily reachable and always happy to discuss any questions or ideas you may have. Likewise, if we have something to share, we’ll reach out immediately. That’s the beauty of working with a local boutique firm: personalized service and accessibility with your wealth management experts is the order of the day.

 

Keeping our eyes on the horizon.

Long-term wealth management requires a comprehensive approach that can address issues beyond investment solutions alone. That’s why we engage an expert team of advisors in areas including tax planning, insurance, risk mitigation, exit strategies, charitable giving and more. Together, we develop strategies to help you achieve your financial goals.

Insight Center

We keep you informed every step of the way.


Times, trends, laws and regulations change, and can have a direct impact on your wealth. We’ll keep you informed about issues that can have an impact on your financial goals so that we can advise you on the best ways to preserve, protect and grow your wealth.

 

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Contact Us

If you’re interested in learning more about our personalized approach to wealth management, please contact us or complete the form below and we’ll respond promptly.

 

Phone: (913) 491-4908
Fax: (913) 491-4424
Email: info@integratedwealthkc.com

4400 W. 109th St., Suite 250
Overland Park, Kansas
66211 United States

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