Broker Check

About Us

Our Mission

Our client-focused approach is built on the philosophy that we must listen before we lead.

<span style="font-weight: 400;" data-mce-style="font-weight: 400;">Our Purpose</span>

Our Purpose

Simply put, our purpose is to develop relationships built on the depth of understanding we have of each of our clients. Only then can we create a customized wealth management plan that does these three critical things well.

  1. Addresses your current needs and concerns
  2. Addresses your future needs and concerns
  3. Is flexible enough to pivot the instant your life changes as it inevitably will

Our thoughtful and intentional wealth management process is the foundation of all we do. This approach empowers our clients to make confident decisions about their wealth. Discover if a partnership with Integrated Wealth can help you reach your financial goals.

<span style="font-weight: 400;" data-mce-style="font-weight: 400;">Our Approach</span>

Our Approach

As a local wealth management boutique, Integrated Wealth provides focused, personalized insight and value to a select group of clients by being independent, fee-based, fiduciaries. As fiduciaries, we provide you with objective guidance and solutions that are tailored to your best interests. 

Your Advisory Team

Bill Day

Bill L. Day

Principal, Wealth Advisor

(913) 491-4908

(913) 491-4424

Tray Wiltse

Tray Wiltse

Principal, Wealth Advisor

(913) 491-4908

(913) 491-4424

Your Support Team

Katie Hampton

Katie Hampton

Human Resources/Client Service Associate

(913) 491-4908

(913) 491-4424

Vinnie Long

Vinnie Long

Client Service Associate

(913) 491-4908

(913) 491-4424

We Would Love to Listen. Talk with Us.

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