INTEGRATED WEALTH ALLIANCE NETWORK

At Integrated Wealth Management, we believe that access to knowledge is the key to maintaining and growing wealth. We pride ourselves in our ability to collaborate with your existing professional service providers. We pride ourselves in being able to work professionally with your existing professional service providers. And we go further! Using the Integrated Wealth Alliance Network (IWAN), we can also create your professional wealth management team; or complete the team you already have; or replace / upgrade team members. We can also just meet with your provider and give you a second opinion. We have vetted and partnered with a highly skilled team of carefully selected professionals to transform the comprehensive wealth management process by aligning you with a seamless solution.

COLBY & THORNES

Working directly with your wealth advisors and accountants to provide tax and planning advice and to create an estate plan that achieves your unique goals while minimizing taxes and the time and expense of estate administration.

David H. Colby, J.D.

Originally from Southern California, David moved to Arizona in 1979.

David received his J.D. from the University of Utah College of Law in 1979.  He has been actively practicing in the greater Phoenix area for approximately 29 years, with the last 18 years emphasizing estate planning, business succession planning, and general business planning.

At the law office of Colby & Thornes, David drafts and supervises the creation of revocable living trusts and related documents, irrevocable trust and other business succession and estate planning documents.

David specializes in strategies to meet clients’ long term planning goals.

He resides in Scottsdale with his wife and children

Megan A. Thornes, J.D.

Megan is a graduate of The University of North Carolina at Wilmington, and received her J.D. from the Arizona State University Sandra Day O’Connor College of Law.

Megan’s practice concentrates on all of the various issues surrounding estate planning and taxation.

At Colby & Thornes, PLLC, Megan drafts and supervises revocable and irrevocable trusts and related documents, limited liability companies and corporate documents.  She develops and implements strategies designed to facilitate the lifetime and testamentary objectives of her clients.  Megan specializes in estate administration issues and the preparation of IRS 706 Estate and Generation Skipping Transfer Tax Returns.

Megan lives in Scottsdale with her husband, Brian, and two young daughters

CAPITAS

Capitas is a life insurance brokerage firm providing sophisticated and unbiased insurance and wealth management solutions in partnership with IWM and other financial institutions. Capitas couples the breadth of expertise of a national firm with experienced local service to deliver solutions for life, disability, and long-term care insurance needs.

Greg Anderson

Greg joined Capitas Financial in 2013 and has 29 years of experience in the life insurance industry. As a Sales Vice President with Pacific Southwest Financial, a partner firm of Capitas Financial, Greg works closely with financial advisors to assist them in the implementation of appropriate insurance-based solutions for their high net worth clients.

Prior to his current role, Greg was a Regional Sales Director for a large brokerage organization. He has also held roles as a financial services consultant with State Farm; an independent insurance advisor; and he was previously the Western Region Life Marketing Director for New England Financial.

A graduate of the University of Montana, Greg currently holds his Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations. He is also a member of the National Association of Insurance and Financial Advisors.

Greg has been married for 27 years and has two children.

WESTERN BANK

Western State Bank is your hometown bank in the greater Phoenix area and offers a full range of personal and business banking services to “Make Your Dreams Come True”. Western is committed to excellence and continuous improvement through empowered employees living Western’s vision and core values.

GREG KOLTON

Executive Vice President

Greg Kolton joined Western State Bank in 2016. His responsibilities include overseeing commercial lending in the Arizona market. Greg has over 40 years of experience in the banking industry. He earned degrees in Finance and Accounting from the University of Wisconsin, Madison, WI. Greg received his Masters in Banking from Rutgers University. He is a member of the Arizona Business Council and the Arizona Tool and Machine Association.