An independent wealth management firm representing hundreds of businesses, foundations and individuals, Integrated Wealth Management focuses on helping its clients attain their current and future financial goals by providing an exceptional level of personalized service and financial advice, and adapting quickly to changing client circumstances, market conditions or tax laws. A strong commitment to integrity, transparency and giving back to the community are cornerstones of our philosophy.
There are numerous reasons why so many clients entrust Integrated Wealth Management with their financial futures…and why the firm has attracted the best and the brightest financial advisors.
- Integrated Wealth Management has grown steadily, with an increase in assets under management every year since 1996. The firm consistently appears on the “Medical Economics” magazine annual list of The 150 Best Financial Advisers for Doctors, most recently for 2010. “Financial Advisor Magazine” included the firm in its Top Registered Investment Advisors 2010 ranking.
- In 2009, “Wealth Manager” magazine (formerly “Bloomberg Wealth Manager”) voted Integrated Wealth Management one of America’s Top Investment Advisory Firms for the fifth consecutive year. Integrated Wealth Management was recognized as one of Reuters’ Top Advisors of 2008 and was also included on the Best of United States 2008 list of the best Financial Planners in the country. And, in 2006, the firm was named in “Financial Advisor Magazine” as one of America’s Top Registered Investment Advisory firms.
- We are completely objective in our recommendations and have the flexibility to match each client’s unique investment goals, time frame and risk profile to a specific investment strategy. A member of our team of expert financial advisors works with every client on an individual basis, forming the close partnerships required to assess needs, formulate a strategy and develop a diversified portfolio that manages risk and enhances return.
- Account funds are held by an independent leader in the financial services industry. Our financial advisors continuously monitor all client portfolios, and clear, concise monthly statements complemented by regularly scheduled strategy review meetings ensure clients always stay informed on account status and progress.
- We develop a comprehensive lifetime financial program for each client, one that’s easily modified to reflect changes in circumstances or priorities without changing investment advisors or incurring surrender charges.
- To augment our financial advisors’ exceptional base of knowledge, we also offer our clients the added expertise of a network of rigorously vetted and carefully monitored money managers and mutual funds who are specialists in their respective fields. Together, the firm and our network of partners have amassed over a century of dedicated service to our clients.
- We strongly support nonprofits, especially those serving the Los Angeles, Palm Springs and Palm Desert communities in which the firm’s offices are based. The firm regularly donates money and time to The Screen Actors Guild Foundation, The Palm Springs International Film Festival, and The Palm Springs Art Museum, in addition to a variety of other initiatives.