Press Releases

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 […]


INTEGRATED WEALTH MANAGEMENT CONTINUES ITS MASSIVE EXPANSION

INTEGRATED WEALTH MANAGEMENT CONTINUES ITS MASSIVE EXPANSION As the wealth management firm welcomes $740 Million Morgan Stanley team Palm Springs, CA (April 25, 2014)… Integrated Wealth Management, an independent wealth management firm, has announced that the financial advisors of The Cypress Group, formally with Morgan Stanley in Palm Desert, have joined the firm. This move […]


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, […]


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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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