As part of our service to you, these portals allow clients easy, secure, direct access to key elements of their financial world

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.

Securities offered through Geneos Wealth Management Inc. Member FINRA & SIPC. Investment Advisory services offered through Integrated Wealth Management, LLC.

Detailed Individual Retirement Plans.

Review and analyze all of your accounts in one easy place.

Access your secure client portal for sharing information with IWM.

Allows you to quickly access your Schwab accounts.

An innovative and intuitive investor platform at your fingertips day and night, giving you instant access to account and tax statements, trade confirmations and more.