Living An Intentional Financial Life

How can I plan my future with so much volatility and unknowns?  How can I do the right things today to get to where I want to be?  

In order to serve your financial needs, it is important for us to see it the way you do.  The way you understand your own financial needs and goals shapes how we will approach your financial well-being. 
What is our approach?  We listen.  We want to hear your hopes, your dreams, your plans.  We want to know what makes you tick.  You share the vision.  We build the meaningful solutions.
We will offer you a number of options on how you can get to where you want to go.  A financial road map, so to speak.  Your destination:  a place you can feel greater peace of mind from well-informed choices and know that someone is caring for your financial well-being.

Gregg Dawson, Owner and Manager
Integrated Wealth Management
Phone: 206-855-4136