Greg Harvey

Principal

Domicile State: KS

Phone: 913.948.7390
Fax: 888.486.6419
E-mail: greg@iwskc.com

 

Owner/Principal

• Investment Specialist
• Financial Advisor/Planner
• 19 years of experience
• Top 10 Investment Advisor Representative with MML Investors Services, LLC.2011,2012, 2013
• 5 time Five Star Wealth Manager Award Recipient

"The most important part of any relationship is a complete understanding of a person's most important goals," Greg says. "And, by continuously evaluating their situation and progress, we are able to manage the risks they face and help them take advantage of their best opportunities."

Greg is the owner of Integrated Wealth Solutions, a registered principal and a 2019 Five Star Wealth Manager. The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review*;4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations.

Wealth managers do not pay a fee to be considered or awarded.

Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance. 1,572 Kansas City wealth managers were considered for the award; 201 (13 percent of candidates) were named Five Star Wealth Managers.