About IWM

Integrated Wealth Management, an independent financial advisory and wealth management firm, providing thoughtful financial advice to individuals, businesses, and non-profit organizations. 

Founded in 1995 by Jim Casey, the firm is focused on helping clients achieve their current and future financial goals by providing a personalized level of service, expertise, and by proactively adapting to changing client circumstances, market conditions or tax laws. An unwavering commitment to integrity, transparency, and giving back to the community are the cornerstones of our philosophy.