Integrated Wealth Advisory

Information may not be reliable

Geneos Privacy Policy
100 Questions Every First-Time Home Buyer Should Ask (Second Edition)
100 Questions You Should Ask about Your Personal Finances
106 Mortgage Secrets All Borrowers Must KnowBut Lenders Wont Tell
If Americans Really Understood the Income Tax: Uncovering Our Most Expensive Ignorance
529 Plans: Helping Employees Save for Education

Providing for your family, retirement, college education, charitable giving and comfort for your survivors are some of the underlying reasons for hiring a financial advisor. Helping you achieve your unique personal financial goals and providing knowledge and understanding along the way are our priorities. Our objective is simply to help you get where you want to be financially.
We are an independent, fee-based asset management firm committed to assisting our clients in the attainment of their financial goals without the potential conflict of interest inherent within the traditional brokerage/commission system.
Our professional staff has over 100 years of combined financial services experience. Our principals are Certified Public Accountants, Certified Financial Planners or both. We understand the difficulties you, the investor, face with the myriad of investment products, conflicting information and the need to help quantify and manage your expectations.
Investments based upon the most proven strategies available provide our clients with opportunities for more consistent returns while reducing unnecessary risk. Our clients benefit from our associations with some of the nation`s best-known financial services companies, allowing access to institutional assets generally unavailable to the individual investor, while enjoying the personal touch of a small relationship-oriented firm.
From our site you can gather current quotes and news on individual stocks and mutual funds. Our clients have access to their own accounts allowing them to view their personal portfolios at any time. Additionally, our on-line articles provide an easy way to stay up to date on relevant financial topics.
We hope that you find this site valuable enough to bookmark as one of your favorites. We suggest that you take advantage of the many features that we provide such as the "Tell a Friend" option. We also hope the site will further your awareness of how our business works and the services we provide.
Thank you for stopping by! We appreciate your visit!

4500 College Blvd. Suite 140, Overland Park, KS 66211
Phone: 913 491 4908 Fax: 913 491 4424 Email: iwas@integratedwealthadvisory.com
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

For information concerning the licensing status or disciplinary history of a broker-dealer, investment adviser, BD agent, or IA representative, a consumer should contact his or her state securities law administrator.