2011 BRINGS 17th YEAR OF CONSECUTIVE GROWTH FOR INTEGRATED WEALTH MANAGEMENT

By: Press Release written on March 5, 2012

PALM SPRINGS, CA (March 5, 2012) … For the 17th consecutive year under the leadership of President and CEO Jim Casey, Integrated Wealth Management has seen a record growth of over 40% in annual revenue in 2011, which includes the expansion of the company’s Palm Desert office location.

Casey, also known for his philanthropic way of doing business, attributes the continued success of the company to a strong team, which includes the 20th year of VP of Operations Heather Santana, as well as a staff of over 15 wealth managers, business development and support staff.

“I am very proud of our company, and the way we do business.” said Casey, “It is important to us not to take things for granted and continue to give back and support and service our clients and the community any way we can.”

Financial advisers and Integrated Wealth Management employees currently give their time and money to over 20 different local and national charitable organizations by way of board seats, sponsorship, and endowment management.

These organizations include The Screen Actors Guild Foundation, The Actors Fund, Desert AIDS Project, The Living Desert, La Quinta Art Foundation, and more. Casey also currently sits on the board of directors for the Desert AIDS Project, and this year was the co-chair of the Steve Chase Humanitarian Awards, which raised a record amount of money.

Integrated Wealth Management is an independent wealth management firm representing hundreds of individuals, businesses, and nonprofits. Integrated Wealth Management focuses on helping its clients attain their current and future financial goals by providing an exceptional level of personalized service and financial advice, and adapting quickly to changing client circumstances, market conditions or tax laws.

The full-service firm provides: Wealth Management Services, Fiduciary Services, 401(k) Design and Management, Investment Reporting Services, Financial and Retirement Planning and more. They have offices in Marina Del Rey, Palm Springs and Palm Desert. For more information: www.IWMgmt.com or 866-888-6563 x. 113.


The above is being provided for informational purposes only and should not be considered investment, tax or legal advice. The information is as of the date of this release, subject to change without notice and no reliance should be placed on such information when making any investment, tax or legal decisions. Integrated Wealth Management obtained the information provided herein from third party sources believed to be reliable, but it is not guaranteed.

The information on this website is provided as information only and should not be considered investment, tax or legal advice or a recommendation to buy or sell any type of investments. Form ADV contains important information about the advisory services, fees, business, and background and the experience of advisory personnel. This form is publicly available and may be viewed at http://www.adviserinfo.sec.gov or by contacting John Wong at 866-888-6563 or john@iwmgmt.com. For additional important disclosures please visit our Disclosure Page here.