Integrated Wealth Solutions
An Introductory Message from Greg Harvey, President & Founder
To Schedule a 15 Minute Introduction Call with Greg, please click here: https://calendly.com/iwskc/15min
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Preparing for that next step in life isn't always easy
The road to financial stability can seem complicated, time consuming, and difficult—perhaps even a bit overwhelming. We offer a straightforward approach to building financial strategies focused around you, your schedule, your circumstances, and your objectives
Combined Client Assets**
We are a full-service financial firm committed to helping people pursue their financial goals. Our complementary team offers an established, experienced and connected process that focuses on long term relationships.
We offer wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.
Contact us if you have any questions about our firm or the range of financial products and services we provide. Our firm is independent and offer fine tuned capabilities and processes to your acheiving your goals.
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 Unique Portal For Organizing Your Financial Life
All of our financial planning clients receive a secure portal to help them clearly view their entire financial picture, make smart decisions, and stay on track with their goals. With clarity comes confidence and comfort.
Preparing for that next step in life isn't always easy. The road to financial stability can seem complicated, time consuming, and difficult—perhaps even a bit overwhelming. Life is full of so many responsibilities and priorities that it can be hard to find time to start or even to know where to begin.
Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial protection for the future, Greg Harvey promises to offer you a new level of attention, insight, and guidance.
Greg offers a straightforward approach to building financial strategies focused around you, your schedule, your circumstances, and your objectives. He takes the time to understand your needs, explain different options to you and earn your trust before offering possible solutions. By working with Greg, you can take meaningful, manageable steps toward developing an integrated strategy to help achieve a secure financial future. Since your financial situation is bound to change, he works with you over time to monitor your progress and help ensure you are on track to achieving your 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
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®
• Investment Specialist
• Financial Advisor
• Over 25 Years of Industry Experience
• Holds Finance Degree from Emporia State University
• Forbes Best-In-State Wealth Advisor - 2020 - 2023*
• 11-time Five Star Wealth Manager Award Recipient, 2012, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, and 2023**
• Top 5 Investment Advisor Representative with MML Investor Services, LLC 2013-2022
Jon Ingalls, CPFA
Director of 401(k) Department &
Wealth Management Advisor
• Over 27 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 Registered
Director of Investment Operations
• Over 10 years of Financial Services experience• Holds Business Administration Degree from University of Kansas
Director of Operations
• Over 40 Years of Industry Experience
• Holds Bachelors of Management from Webster University
• Portfolio Implementation and Administration
Director of First Impressions
Wealth Management and Fee-Based Financial Planning
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.
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.
Fee-Based Financial Planning
We bring focus, strategic awareness and vigilance to the financial planning process to keep you on track to reach your goals.
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.
We Plan With You To Help You Meet Your Goals
Integrated Wealth Solutions and RPAG
Why Plan Sponsors Prefer RPAG
OBJECTIVITY AND ATTENTION OF AN INDEPENDENT ADVISOR, STRENGTH AND RESOURCES OF A NATIONAL LEADER.
Plan sponsors place high value on performance and trust in a relationship. That's why Integrated Wealth Solutions joined Retirement Advisory Group (RPAG) to offer, with conviction, one of the clearest choices in retirement plan consulting firms. Integrated Wealth Solutions is a member of one of the nation's leading alliance of accomplished advisors, whose knowledge, expertise and ingenuity combine to create tangible value for sponsors and participants of qualified and nonqualified retirement plans.
Benefits to Plan Sponsors
As one of the nation's largest provider of practice management resources for retirement plan consultants, RPAG works alongside Integrated Wealth Solutions to help empower and equip their practice with research, technology and delivery systems that produce measurable results. For you, it can mean the welcomed confidence of:
RPAG users are some of the most respected in the retirement plan consulting industry. Here's why:
Integrated Wealth Solutions maintains full plan accountability through RPAG's advanced systems and processes that are governed by a robust technology platform. The RPAG platform is utilized by over 400 member firms that collectively account for over $300 billion in assets under influence as of January 1, 2017 and service over 30,000 plans. Count on these technology benefits:
* Investment advisory services offered through investment advisor representatives of MML Investors Services, LLC, a registered investment advisor. MML Plan Solutions ("MMLPS") is a "doing business as" name of MML Investors Services providing consulting plans. MML Investors Services or affiliate of any other entity noted in this material.
About Retirement Plan Advisory Group
Retirement Plan Advisory Group (RPAG) makes available a comprehensive software platform designed specifically for the qualified retirement plan market. MML Investors Services, LLC has chosen the RPAG platform as a resource for its Representatives to use in the delivery of services to its qualified retirement plan customers. In its materials RPAG refers to representatives and any other RPAG "members" or "RPAG Advisors". You should note that reference in these materials to the number of advisors/representatives or assets under influence is designed only to illustrate the number and scope of the representatives using the platform.
We are located in Building 12 in the Corporate Woods office park. Corporate Woods is located off I-435 at the Antioch exit.
*The FIVE STAR Award is granted by Five Star Professional, an independent 3rd party marketing firm. This award is not indicative of future performance or success and stems from nominations by industry professionals in a given market area and based upon objective criteria including favorable regulatory and compliant history, reviews conducted by the firm, retention rates, and client assets administered.
**Client assets reflect brokerage and managed account values held through MMLIS as of 12/31/19, retirement plans through Empower, John Hancock, American Funds and MassMutual Retirement as of 12/31/219, and through an endowment as of 12/31/19.
Check the background of this financial professional on FINRA's BrokerCheck
Greg Harvey is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC.
Member SIPC Supervisory Office 10975 Benson, Suite 350, Overland Park, KS 66210 (913) 234-0300.
Integrated Wealth Solutions is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. CA Insurance License #0H48863 CRN202212-274387
FINRA Broker Check
Greg is licensed to sell insurance products in the following jurisdictions:
AR, CA, CO, CT, DE, GA, IA, IL, KS, MA, MI, MO, NC, NE, OK, OR, SD, TN, TX, UT, VA, WI
California Insurance Licensing: #Greg Harvey Domiciled in California CA Insurance License #0H48863
Arkansas Insurance Licensing #AR Insurance Producer License No. 93793
Greg is registered to offer securities in the following jurisdictions:
AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, MA, MD, MN, MO, NC, NE, NJ, OH, OK, SC, SD, TX, UT, VA
Scot and Jon are registered to offer securities in the following jurisdictions: KS, MO