LOS ANGELES, April 5, 2011 /PRNewswire/ -- Integrated Wealth Management in the last 2 years, under the leadership of President & CEO Jim Casey, has increased assets under management 106%, and increased staff by 26 and offices from 1.5 to 4.
With an advisory team of knowledgeable professionals, Integrated Wealth Management addresses every element of the client's financial life, from debt to mortgage management, investment and tax planning, educational needs, risk management and protection planning, retirement and state planning.
Jim Casey said, "Regardless of your income level or lifestyle, we will assess the impact of each decision and guide you toward the smartest choices for your unique situation, helping you reach your goal and objectives."
Since its inception, Integrated Wealth Management believes in doing good and giving back. They actively support non-profit fundraising initiatives through sponsorships, donating time and money to the Screen Actors Guild Foundation, Desert AIDS Project and Palm Springs Art Museum. Jim Casey has financially committed $1 million to Desert AIDS Project and serves as board member and co-chair of their annual fund-raising event, "Steve Chase Humanitarian Awards," which raised on March 12th almost $1.4 million from the benefit alone.
Integrated Wealth Management is headquartered in Marina Del Ray with offices in Palm Springs and Palm Desert, California.
FOR MORE INFORMATION:
JEFFREY LANE 310 273 8814
SOURCE Integrated Wealth Management