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.
As an independent, fee-based firm, Integrated Wealth offers objective solutions tailored to you (and only you), so you can make confident decisions about your wealth. Our structure and process help you attain your financial goals by removing the potential conflicts of interest inherent within the financial system. We are a local wealth management boutique and as such, are able to provide tremendous insight and value to a select group of clients, many of whom we’ve served for over 35 years.
At Integrated Wealth, we provide access to institutional money managers generally not available to the typical investor. This insight, along with our relationship-based, consultative process gives you the sophisticated advice you desire, and the personalized attention you deserve. Let’s discover if a partnership with Integrated Wealth can bring you peace of mind, and help you live the life you want.
Our door is always open.
At Integrated Wealth, we’re here to guide you through life’s most important financial decisions. And because entrusting your financial goals to an advisor requires a great amount of trust, we’re committed to being easy to reach and quick to respond. As your wealth advisors, we believe it’s our responsibility to never leave you waiting and wondering. Your peace of mind is as important to us as it is to you.
We live and work where you do.
It’s easier to get to know your advisors when they’re local. The doors to our office in Overland Park, Kansas are always open, and our partners and support team are always pleased to welcome you. In fact, our clients often stop in and ask a question, discuss an idea or just say hello and enjoy a cup of coffee. Why does that matter? The better we know each other, the better we can guide you.
