Press Releases

Integrated Wealth Management Continues their Growth in February, Adding Chief Financial Officer and Senior Vice President & Financial Advisor

March 9, 2015 (Palm Springs, CA)… The month of February brought two wirehouse breakaways to Integrated Wealth Management. Jim Bray, CFP&reg joined the firm as Senior Vice President & Financial Advisor and Ryan Delaney, CFA&reg, joined the independent wealth management and financial advisory firm, as the Chief Financial Officer. Both Jim and Ryan bring with […]

Integrated Wealth Management Financial Advisor Reesa Manning Teaching Women’s Financial Literacy Course Through Learning In Retirement Program

PALM DESERT (September 30, 2014)… Integrated Wealth Management Senior Vice President and Financial Advisor, Reesa Manning, will teach an 8-week course on Women’s Financial Literacy beginning Friday, October 24, through the Learning in Retirement program held at College of the Desert. The Women’s Financial Literacy course will help students recognize the transformative power of financial […]

Integrated Wealth Management Crosses the $1Billion AUM Threshold

Palm Springs, CA (July 9, 2014)… Integrated Wealth Management announced today that the independent wealth management and financial planning firm now has $1Billion in assets under management (AUM).  This accomplishment comes as the firm approaches their 20th year of business. From the firm’s beginnings in 1995, it has grown from two employees in one office […]


Apps train users to make good financial decisions

By Dominique Fong, Reporter, The Desert Sun More than half of American adults say they don’t have a budget, according to a survey by the National Foundation for Credit Counseling. One-third say they don’t pay all of their bills on time. Advocates say more should be done to promote financial literacy among adults and their […]

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The Bucks Start Here

Palm Springs financial advisor and movie producer Jim Casey builds his reputation as a philanthropist with a passion for investing in community By Skip Descant | Photos by Rob Lebow Jim Casey can still tell the story like it was yesterday. It was Oct. 19, 1987. He’d recently graduated from State University of New York […]

Jim Casey
The High Cost of Being Gay

What you Don’t Realize About Your Gay Finances: For better or for worse, for richer or for poorer ‘til death do you part. By Jim Casey AS A SAME SEX COUPLE, YOU’RE FACED WITH MANY CHALLENGES AND HARD TRUTHS. The hardest truth being that even if your state recognizes your marriage, the IRS and Federal […]

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