Press Releases

Integrated Wealth Management Expands Presence Into Idaho

Integrated Wealth Management Expands Presence Into Idaho The investment counseling and wealth management firm continues their growth into the Treasure Valley community Palm Springs, CA and Meridian, ID (February 27, 2014)… Integrated Wealth Management launches a new office in Meridian, Idaho – the firm’s first office location outside of California.  Integrated Wealth Management, Financial Advisor, […]

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

PALM DESERT (January 7, 2014)… Integrated Wealth Management Vice President and Senior Financial Advisor, Reesa Manning, will teach an 8-week course on Women’s Financial Literacy beginning Friday, January 17, 2014, 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 […]

Integrated Wealth Management Recognized as 2013 Outstanding Philanthropic Corporation

(Palm Springs, CA) September 19, 2013… Integrated Wealth Management will be honored by the Desert Communities Chapter of the Association of Fundraising Professionals as the 2013 Outstanding Philanthropic Corporation. The firm will be recognized with the award at the 7th Annual National Philanthropy Day Awards for their commitment and philanthropic contributions to so many Coachella […]


News Source
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 […]

News Source
‘The High Cost of Being Gay’: Exposing harsh truths about queer finances

By Daniel Borgen, PQ Monthly July 18, 2012 There’s a man on a mission — a serious one. Jim Casey wants to educate you and every other gay out there about the financial realities the LGBTQ community, as a whole, faces. He wants you to understand the specific ways in which federal and state governments […]

Recent Video

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 or by contacting John Wong at 866-888-6563 or For additional important disclosures please visit our Disclosure Page here.