Working Collaboratively for Your Best Interest
Integrated Wealth Management, founded by Gregg Dawson, is an independent, fee-based financial advisory firm. Gregg is also a Registered Representative of KMS Financial Services, Inc., an independent, privately-owned securities broker-dealer and registered investment advisory firm based in Seattle, Washington.
Since 1971, KMS has served thousands of investors through a network of experienced investment professionals. KMS stresses compliance with the rules and guidelines of various regulatory bodies.
Investment Advisory Services
KMS Representatives may offer services on a fee basis as an alternative to the transaction-based compensation. Investment advisory and financial planning services may include personal consultation and preparation of a written financial plan as well as ongoing asset allocation and portfolio management.
KMS offers access to publicly traded stocks, bonds, and options, plus a wide variety of mutual funds, exchange traded funds, unit investment trusts, variable life and annuity contracts, and cash management services. Accounts may be held directly with an investment sponsor or through a KMS correspondent clearing relationship with Pershing LLC.