Combined Experience
Combined Client Assets**
The Integrated Wealth Solutions Team
Each of us at Integrated Wealth Solutions has extensive personal and professional experience.
Many hold various professional designations, and qualified representatives are licensed to sell a variety of investment and insurance products.
We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.
One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to help you achieve a more secure financial future.
We’re looking forward to using our knowledge to help you pursue your financial goals.
A Specialization in High Net Worth Clients
Greg has spent his career serving business owners, executives, doctors, attorneys and surviving spouses. He understands your particular set of challenges, such as how to plan around the vesting schedules of equity compensation or how to gain tax benefits from charitable planning.
A Smaller Firm with Personalized Attention
Integrated Wealth Solutions is not a large financial corporation. Greg and his expert team devote greater resources to a smaller client list. This allows you access to the personalized attention needed to integrated your many assets and help grow your high-wealth portfolio
Customized Solutions
Larger financial firms are often only able to offer one-size-fits-all solutions, but your goals are not one-size-fits-all. They're unique, which is why you've been successful. Success requires detailed care and the ability to reinvent and strategize. Greg Harvey designs customized wealth management opportunities for each individual client
A Goal-Oriented Outlook
As an affluent professional, you will likely have a goal-oriented outlook on life, and keep your eye on the prize. Greg and his team share your vision for meeting life's challenges head-on and concentrating on developing innovative investment strategies that consistently yield results.
An In-House Compliance Department
The entire staff at Integrated Wealth Solutions is dedicated to ensuring compliance with all federal and state laws, rules and regulations surrounding investments and estate planning. Each member of Greg's team is committed to integrity in their role every day. The proof is in their resulting excellent record of compliance.
An Unsurpassed Focus on Equity Compensation Planning
Many executive-level clients have non-cash compensation assets in their portfolios, such as company stock and equity options. Greg has set the bar in the field of equity compensation planning and focuses on how to design strategies to help develop the growth potential of these assets, including concentrated stock or non-qualified stock.
Meet the Team
Greg Harvey, AIF®
Principal
• Investment Specialist
• Financial Advisor• Over 25 years of Industry Experience
• Holds Finance Degree from Emporia State University
• Forbes Best-In-State Wealth Advisors for 2020
• 6-time Five Star Wealth Manager
Award recipient, 2014 - 2021*
• Top 5 Investment Advisor Representative
with MML Investors Services, LLC. 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020
Investment Coordinator
• Investment Coordinator
• Over 40 Years of Industry Experience• Holds Bachelors of Management from Webster University
• Portfolio Implementation and Administration
• FINRA Series 7 Licensed
Jon Ingalls, CPFA
Director if 401(k) Department &
Wealth Management Advisor
• Over 25 years of Financial Services experience
• Holds Bachelors of Arts in Business Management from Emporia State University
• Retirement Plan Specialist & Certified Plan Fiduciary Advisor
• FINRA Series 7 Licensed
Caroline Heinen
Insurance Coordinator
• Over 14 years of Financial Services experience
• Director of First Impressions
• Insurance and Scheduling Coordinator
• Holds Bachelors in Economics from University of Georgia
Rebecca Taylor
Investment Coordinator
• Over 10 years of Financial Services experience
• Holds Business Administration Degree from University of Kansas
Merinda Iodice
Director of First Impressions
- Over 15 years of Management Experience
- Holds BS Degree from the University of North Carolina at Charlotte
Wealth Management
You have a busy professional career. There's a lot of responsibility and can leave you with little time to care for your own financial health. Over the years, your assets may become scattered across many different accounts, making them difficult to effectively manage. This is called a "financial junk drawer," i.e. a disorganized portfolio of miscellaneous investments that are not optimized to develop into their full potential. If this sounds familiar, you may need an integrated wealth management strategy tailored to meet your comprehensive financial goals. Regardless of which investment phase you are focused on, Greg can help devise the appropriate investment strategy for you, whether you're in the accumulation phase, still furthering your executive-level career, or you're enjoying your retirement. He can also advise you on the distribution of your estate, giving you and your family financial confidence.
WEALTH MANAGEMENT SOLUTIONS TO HELP YOU GROW YOUR ASSETS:
Equity Compensation Planning (ECP)
Equity Compensation is a non-cash payment that represents ownership in a business, such as restricted stock or performance shares. Many executives receive equity compensation, which has its own unique set of rules and tax laws. Equity compensation planning can be notoriously difficult, leaving clients with unanswered questions such as: "What should I do if I'm still within the vesting period?" or "How can I lower my stock's level of risk?" Greg specializes in ECP and can help you diversify out of that asset concentration in a tax-efficient way to help to lower your risk and grow your wealth. Using a managed money approach, he can advise you on how to help optimize your equity compensation assets including incentive stock options (ISOs), non-qualified stock options (NQSQs), or restriction stock unites (RSUs).
Charitable Gift Planning
One of the greatest joys of being successful is the ability to use your assets to help make the world a better place. With charitable gift planning, you can invest your money to potentially produce higher returns which can then be donated to charity, supporting the causes you love not only throughout your lifetime, but also after you're gone. Greg's charitable gift planning strategies are designed to fit your personal interests and goals for benefiting NGOs while helping to maximize potential tax benefits.
Social Security Analysis
In the flurry of balancing so many other financial priorities, people overlook the need to optimize their Social Security benefits. Through an analysis of your Social Security benefits, Greg can help provide information on when and how to collect retiree, spousal survivor, divorcee, parent, child or disability benefits.
Integrated Asset Allocation
Asset allocation is on of the most important decisions you can make. It's a wealth investment strategy that seeks to mitigate risk and increase returns by allocating a portfolio's assets according to an individual's specific long-term goals. Integral to effectively managing your money, Greg can shift your asset allocations depending on market conditions to help generate more consistent returns with less overall portfolio risk.
Asset allocation does not guarantee a profit or protect against loss in declining markets. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio or that diversification among asset classes will reduce risk.
Estate Planning
Another important decision you need to make is what to do with your assets after you die. Knowing the fruit of your life's work will be secure when you are gone can be a great relief, allowing you to enjoy your hard work well into retirement without worry. Greg can advise you on how to plan for your estate while minimizing gift, estate, generation-skipping transfer, and income taxes. And, he can help you with distribution planning, i.e. what happens to your assets after both you and your spouse are deceased.
Estate planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.
Having a written financial plan that is reviewed and updated regularly is one of the best strategies for reaching financial success.
We work with our clients to help them set measurable goals, create a plan of action for reaching those goals, evaluate and make smart financial decisions, and maintain good financial habits along the way.
*Financial plan recommendations can be implemented by Greg Harvey. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.
