Integrated Wealth Management’s President and CEO Jim Casey Honored as One of Best Financial Advisers for Doctors

By: Press Release written on December 7, 2012

Firm Named to Medical Economics List for 9th Straight Year

PALM SPRINGS, CA (December 7, 2012) … For the ninth consecutive year, Integrated Wealth Management’s President and CEO Jim Casey has been named to the exclusive list of Best Financial Advisers for Doctors by Medical Economics.

The list recognizes those planners with extensive experience with physicians. Integrated Wealth Management is just one of eight firms in California to make the list for 2012.

“Our main goal is to provide first-class service and achieve results for our clients,” said Jim Casey, President and CEO of Integrated Wealth Management. “It’s truly an honor to make such an elite list and be recognized nationally as a reliable planner for the medical community.”

Financial advisers were chosen using a number of criteria including, knowledge and experience, geography, minimum portfolio, good standing, fee arrangements as well as credentials and memberships in professional groups.

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.



Medical Economics
Best Financial Advisors for Doctors
Jim Casey, President & CEO – 2002, 2003, 2004, 2005, 2006, 2007, 2008,
2009, 2010, 2011, 2012
* The Medical Economics Best Financial Advisers for Doctors listing is based on the following criteria: qualifications, good standing with the SEC and FINRA, fee arrangements, and minimum portfolio. Medical Economics Best Financial Advisers is a paid Listing advertising supplement, written and published by Advanstar Communications Inc as a source of information concerning individual financial advisers for use by physicians, heath care professionals, and the public. The listing is provided as a service to its subscribers, and the Medical Economics Best Financial Advisers Advertising Supplement does not contain sufficient information to verify the Advisers credentials but it does offer the public, physicians, hospitals, and managed care organization, and other care organizations general information pertaining to the listed advisers. Adviser data is self-reported by the Adviser. References to any specific adviser does not imply or constitute an endorsement, recommendation, or favoring of such Adviser by the Publisher or any of its affiliates.

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.