A lifelong fascination with the U.S. financial markets coupled with a strong entrepreneurial spirit have taken Jim Casey from college graduate to president of Integrated Wealth Management.

In 1986, upon graduating from the State University of New York at Binghamton with a dual major in psychology and business, Jim entered the Wall Street based Integrated Resources Equity Corporation (IREC) training program. By early the following year, he had been promoted to Senior Investment Analyst and transferred to IREC’s Los Angeles based subsidiary, Integrated Financial.

In 1989 he was recruited by the American Medical Association to act as Regional Vice President for the Western United States division of their wholly-owned subsidiary, AMA Investment Advisers. Upon learning the AMA planned to diversify their holdings, Jim made an offer to purchase the Western region, which was accepted in 1995. From this foundation, he created Physicians’ Asset Management, Inc. (PAMI) to handle the financial needs of high net worth medical professionals, medical groups and medically related foundations throughout the Western United States.

In 2001, Jim was hired by The Screen Actors Guild Foundation to manage the organization’s financial growth and planned giving program. He established a new division, Integrated Wealth Management (IWM), to meet their needs as well as those of other entertainment professionals and foundations, including The Motion Picture Players Welfare Fund, the American Federation of Television & Radio Artists (AFTRA) Foundation, The Actors’ Fund, Associated Actors and Artistes of America (4As), and high net worth non-medical clients.

Integrated Wealth Management has steadily grown its assets under management since 1996. ‘Medical Economics’ magazine has consistently included Jim on its list of “The Best 150 Financial Advisors for Doctors.” In addition, Jim has earned a spot on the “Bloomberg Wealth Manager” annual ranking of America’s Top Wealth Managers.

Jim has a firm belief in sharing success with others, and in helping the communities in which he works and lives to flourish. He is an executive committee member and/or board member of The Deane F. Johnson Alzheimer’s Research Center at UCLA, the Palm Springs International Film Festival and Desert AIDS Project. He also provides strong support to an array of other local nonprofits, including Guide Dogs of the Desert, Palm Springs Art Museum, The Living Desert, McCallum Theatre, Human Rights Campaign, The Actors Fund, Screen Actors Guild Foundation, Kraft Nabisco Tickets Fore Charity, La Quinta Arts Foundation, American Heart Association, Olive Crest, Boys & Girls Club of Palm Springs, The First Tee, Leadership Coachella Valley, and the College of the Desert Foundation.

JIM CASEY  President and CEO


President and CEO

Jim can be reached at the contact information below:

Casey@iwmgmt.com email
(866) 888-6563 x315 phone
(310) 861-5815 fax

1This is not an endorsement by these clients of Integrated Wealth Management or its advisory services. It is not known whether these clients approve of Integrated Wealth Management or the advisory services provided.
2Documentation is on file regarding the criteria used by the third-party source to determine this rating. This rating has been prepared by what Integrated Wealth Management deems to be an unbiased source. Nothing contained in the rating should be construed as a client endorsement, or interpreted as a guarantee that a prospective client will have an investment experience similar to that of prior clients. The information contained in the article should not be construed as personalized investment advice, and should not be considered as a solicitation to buy or sell any security or engage in a particular investment strategy. Past performance is no guarantee of future results. Any statements or opinions expressed in the article are the judgment of the author, and not of Integrated Wealth Management.
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