Palm Springs, CA (April 16, 2013)… Integrated Wealth Management continues to expand their offerings by adding risk management and insurance services for new and existing clients. The newly unveiled Integrated Risk Management Associates will assist and guide clients through the entire insurance cycle to ensure all needs are met in a structured, accurate, and transparent process.

“We are excited to bring the insurance and risk management offering to our line of services; it really completes our suite of offerings,” said Jim Casey, President & CEO of Integrated Wealth Management. “As financial advisors, we intimately understand a client’s entire financial picture and we understand the importance of having adequate insurance coverage. Our access to the industry’s leading carriers allows us to confidently meet the unique insurance needs of our valued clients.”

Through collaboration with a top insurance brokerage firm, Integrated Risk Management Associates has access to over 350 of the top insurance carriers. Integrated Risk Management Associates is focused on providing a high level of service, holistic perspective, and custom solutions. Integrated Wealth Management financial advisor, Nick Cunnington, will manage the firm’s insurance service offerings, which include personal and commercial lines of insurance and proactive risk management.

“As guardians of client wealth, Integrated Wealth Management understands that protecting wealth is equally as important as growing wealth,” concluded Jim Casey. “We want to provide clients with not only a cost effective solution, but with an accurate and effective solution that provides adequate coverage for all aspects of their lives.”

Integrated Wealth Management is an independent wealth management firm representing hundreds of individuals, businesses, and nonprofits. 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. The full-service firm provides: Wealth Management Services, Fiduciary Services, 401(k) Design and Management, Investment Reporting Services, Financial and Retirement Planning and more. They have offices in Marina Del Rey, Palm Springs, Palm Desert, and Orange County. For more information: www.IWMgmt.com; 866-888-6563 x. 113; Erin@IWMgmt.com.

Palm Springs, CA (March 28, 2013)… Integrated Wealth Management continues their growth streak into Orange County, CA with the addition of two new financial advisors. Nick Cunnington and Mike McConnell are the newest members of the Integrated Wealth Management financial advisory team, leading the firm’s Orange County presence.

“Integrated Wealth Management’s expansion into Orange County has been a part of our strategy for some time. I’m excited to welcome Nick and Mike to the firm,” said Integrated Wealth Management’s, President and CEO, Jim Casey. “We currently serve a number of clients residing and working in Orange County, and this expansion will only help us continue to provide the highest level of service.”

Nick Cunnington joins the firm from UBS Financial Services in Irvine, CA. Prior to his career as a financial advisor, Nick spent five years at a prominent national insurance brokerage providing insurance and risk management solutions for individuals and businesses. At Integrated Wealth Management, Nick leverages his experience with business owners, executives and professionals by specializing in developing customized investment strategies and creating retirement plans for newly retired business owners, executives, and professionals.

Mike McConnell entered into the wealth management industry after a career in high-tech consulting in the Silicon Valley. As an Integrated Wealth Management Financial Advisor, he specializes in highly personalized wealth management services to meet the diverse financial needs of his clients. Mike is focused on assisting his clients successfully navigate their evolving financial challenges, as they move through the various stages of their business and personal lives.

Integrated Wealth Management is an independent wealth management firm representing hundreds of individuals, businesses, and nonprofits. 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. The full-service firm provides: Wealth Management Services, Fiduciary Services, 401(k) Design and Management, Investment Reporting Services, Financial and Retirement Planning and more. They have offices in Marina Del Rey, Palm Springs and Palm Desert. For more information: www.IWMgmt.com or 866-888-6563 x. 113.
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PALM SPRINGS, CA (December 7, 2012) … For the ninth consecutive year, Integrated Wealth Management’s President and CEO Jim Casey has been named to the exclusive list of Best Financial Advisers for Doctors by Medical Economics.

The list recognizes those planners with extensive experience with physicians. Integrated Wealth Management is just one of eight firms in California to make the list for 2012.

“Our main goal is to provide first-class service and achieve results for our clients,” said Jim Casey, President and CEO of Integrated Wealth Management. “It’s truly an honor to make such an elite list and be recognized nationally as a reliable planner for the medical community.”

Financial advisers were chosen using a number of criteria including, knowledge and experience, geography, minimum portfolio, good standing, fee arrangements as well as credentials and memberships in professional groups.

Integrated Wealth Management is an independent wealth management firm representing hundreds of individuals, businesses, and nonprofits. 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.
The full-service firm provides: Wealth Management Services, Fiduciary Services, 401(k) Design and Management, Investment Reporting Services, Financial and Retirement Planning and more. They have offices in Marina Del Rey, Palm Springs and Palm Desert. For more information: www.IWMgmt.com or 866-888-6563 x. 113.

PALM SPRINGS, CA (December 6, 2012) … Women and money, often the source of colorful jokes and stereotypes, will be the focus of a series of insightful financial literacy workshops hosted by Integrated Wealth Management, and aimed at empowering women to become financial masters of their universe.

Integrated Wealth Management Vice President and Senior Financial Advisor Reesa Manning, along with fellow Vice President and Associate Wealth Strategist, Michele Sarna, and Senior Financial Advisor, Sasha Meshkov, will lead the series of four seminars focusing on financial planning, the basics of investing, making money last, and leaving a legacy.

“Many women are the chief-breadwinners of their household. Our goal is to share not only the important knowledge and information, but also share the tools to ensure that women feel financially prepared for life’s various events, including retirement.” said Jim Casey, President and CEO of Integrated Wealth Management. “Reesa, Michele, and Sasha are the perfect women to lead these workshops. They understand the intricacies of balancing a career and family, while trying to be financially prepared.”

The workshops kicked-off December 5th with “What’s Your Plan?”, and will be followed by “Investing 101” on December 12th, “Making the Money Last” on January 9th, and “Leaving a Legacy” on January 15th.

Reesa Manning’s commitment to her career as a financial advisor is based on real-life understanding of the economic curveballs that life can throw, particularly to women. Formerly founder and president of the Southern California-based, 140-store franchise Penguin’s Frozen Yogurt, Manning joined Integrated Wealth Management in August 2009 after a twelve-year career with UBS Financial Services, Inc. where she was Vice President-Investments and Retirement Planning Consultant. Currently a board member of Women Leaders Forum, Manning also served as president of the nonprofit, 2,000-member National Council of Jewish Women in Los Angeles and is past president of the Desert Cities Chapter of NAWBO (National Organization of Women Business Owners).

Michele T. Sarna, AWMA® joined Integrated Wealth Management in June 2010 with extensive experience in investment management and the brokerage industry. She holds a Bachelor of Science degree in business administration/finance from California State University, Long Beach and holds the Accredited Wealth Management Advisor™ designation. Michele is also a Notary Public. As an Associate Wealth Strategist, Michele’s responsibilities include the development of Integrated Wealth Plans which help clients identify and set goals for wealth accumulation and future needs, as well as establish priorities, take advantage of tax laws, and utilize financial products to their benefit.

Sasha Meshkov, CFP®, CRPC®, CRPS® joined Integrated Wealth Management in September 2012. She began her career as a financial advisor in 1999 with Paine Webber, and later moved to Smith Barney. Meshkov has served as an officer for numerous non-profit organizations including the UC Santa Barbara Alumni Association, the Children’s Discovery Museum of the Desert, the Coachella Valley Chapter of California Women for Agriculture, as a trustee of the UC Santa Barbara Foundation, and is presently a member of the UC Riverside Gift Planning Committee. As a Senior Financial Advisor at Integrated Wealth Management, Meshkov focuses on retirement planning and wealth preservation for small business owners and retirees.

“We look forward to sharing our financial knowledge with women,” said Manning. “Our goal is to empower them to take charge of their financial future. The workshops will be inspiring and educational.”

About Integrated Wealth Management:

Integrated Wealth Management is an independent wealth management firm representing hundreds of individuals, businesses, and nonprofits. 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 their philosophy. Integrated Wealth Management Financial Advisors have received the Five Star Wealth Manager Award from Five Star Professional and Palm Springs Life Magazine for multiple years. Financial Advisor Magazine included the firm in its Top Registered Investment Advisors 2010 ranking.

The full-service firm provides: Wealth Management Services, Fiduciary Services, 401(k) Design and Management, Investment Reporting Services, Financial and Retirement Planning and more. They have offices in Marina Del Rey, Palm Springs and Palm Desert. For more information: www.IWMgmt.com or 866-888-6563 x. 113.

The Five Star Wealth Manager acclamation is awarded to an elite group of wealth managers in Los Angeles, representing less than seven percent of wealth managers in the county. Candidates are evaluated on client retention rates, client assets administered and a favorable regulatory and compliance history.

“It is an honor to be recognized for client satisfaction, as it is Integrated Wealth Management’s mission to provide the best personalized service to our clients,” said Casey. “Our clients’ confidence is of utmost importance to this firm.”

The 2013 Five Star Wealth Manager award is the second Five Star Professional award the firm has been honored with this year. In April, the firm’s Vice Presidents and Senior Financial Analysts Mark Hayek and Reesa Manning were honored as top wealth managers in the Coachella Valley, by Five Star Professionals and Palm Springs Life magazine.

The Five Star program, now entering its seventh year, is the largest and most widely published wealth manager award program in North America. As part of the research process for the 2013 Five Star Wealth Manager program, firms and peers nominate award candidates. Award candidates are evaluated against 10 objective criteria to determine the 2013 Five Star Wealth Managers in more than 40 major markets. This year, Five Star partnered with Los Angeles magazine to complete their research.

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About Integrated Wealth Management:
Integrated Wealth Management is an independent wealth management firm representing hundreds of individuals, businesses, and nonprofits. 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 their philosophy. Integrated Wealth Management Financial Advisors have received the Five Star Wealth Manager Award from Five Star Professional and Palm Springs Life Magazine for multiple years. Financial Advisor Magazine included the firm in its Top Registered Investment Advisors 2010 ranking.

The full-service firm provides: Wealth Management Services, Fiduciary Services, 401(k) Design and Management, Investment Reporting Services, Financial and Retirement Planning and more. They have offices in Marina Del Rey, Palm Springs and Palm Desert. For more information: www.IWMgmt.com or 866-888-6563 x. 113.

PALM SPRINGS, CA (October 15, 2012) … Integrated Wealth Management and Xponential Growth Solutions are hosting the 2012 Coachella Valley 401(k) Educational Summit on Wednesday, October 24th at Spencer’s Restaurant in Palm Springs from 11am – 2pm.

Jim Casey, President and CEO of Integrated Wealth Management, will lead an impressive list of panelists on the Educational Summit, which is one of the last stops on 2012’s Retirement Plan Roadshow. The Roadshow is a series of national educational summits dedicated to local 401(k) and 403(b) retirement plan sponsors, trustees, and fiduciaries.

Also featured on the panel is Patricia Childress, Human Resources for The Living Desert; Vince Whittaker, Founder and Partner of Mueller Olivier & Whittaker; Pedro Rincon, CPA, CVA Partner of Osborne Rincon Certified Public Accountants; David Donaldson, Former Senior Department of Labor Investigator and President of ERISA Smart, and Kathryn Hudspeth, Vice President of One America.

“We look forward to engaging plan sponsors who have such a major impact on the retirement of local participants” said Jim. “The event is going to be inspiring and full of diverse perspective.”
Along with the speakers, there will be a plan sponsor executive panel with some of the top local companies and organizations from the Coachella Valley. On the agenda will be upcoming fee disclosure changes, plan and fee benchmarking best practices, preparing for DOL & IRS Audits, and overcoming irrational participant behavior.

The 2012 Coachella Valley 401(k) Educational Summit is approved for three hours of CPE/CPA credit and 2.5 hours of HRCI/SPHR/PHR/GPHR general credits.

The event is free and open to the public but reservations are required. For more information or to RSVP contact Jon Frey: jfreye@xgrowthsolutions.com or (619) 795-3920.

About Integrated Wealth Management:

Integrated Wealth Management is an independent wealth management firm representing hundreds of individuals, businesses, and nonprofits. 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 their philosophy. Integrated Wealth Management Financial Advisors have received the Five Star Wealth Manager Award from Five Star Professional and Palm Springs Life Magazine for multiple years. Financial Advisor Magazine included the firm in its Top Registered Investment Advisors 2010 ranking.

The full-service firm provides: Wealth Management Services, Fiduciary Services, 401(k) Design and Management, Investment Reporting Services, Financial and Retirement Planning and more. They have offices in Marina Del Rey, Palm Springs and Palm Desert. For more information: www.IWMgmt.com or 866-888-6563 x. 113.

About Xponential Growth Solutions:

Xponential Growth Solutions provides matchmaking services for the retirement plan industry partnering with forward thinking plan sponsors, industry leading advisors and service providers. XGS training and educational summit opportunities present a forum to empower sponsors to help America reach their retirement goals one retirement plan at a time. They are located in San Diego. For more information: www.xgrowthsolutions.com or 619-795-3920.

Integrated Wealth Management, President & CEO, Jim Casey said, “I am delighted to welcome Sasha to Integrated Wealth Management. She is a great addition to our financial advisory team, and she brings with her a breadth of knowledge and dedication to her clients that align very well with the firm’s philosophy.”

Sasha began her career as a financial advisor in 1999 with Paine Webber, and later moved to Smith Barney. Sasha studied geology and geophysics at UC Santa Barbara, where she obtained her undergraduate and graduate degrees. After working as a geophysicist, and prior to her career as a financial advisor, Sasha trained strength coaches and fitness professionals for national and international industry certifications. Sasha has served as an officer for numerous non-profit organizations including the UC Santa Barbara Alumni Association, the UC Santa Barbara Foundation, the Children’s Discovery Museum of the Desert, the Coachella Valley Chapter of California Women for Agriculture, and she presently serves as a member of the UC Riverside Gift Planning Committee.

Integrated Wealth Management is an independent wealth management firm representing hundreds of individuals, businesses, and nonprofits. 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.
The full-service firm provides: Wealth Management Services, Fiduciary Services, 401(k) Design and Management, Investment Reporting Services, Financial and Retirement Planning and more. They have offices in Marina Del Rey, Palm Springs and Palm Desert. For more information: www.IWMgmt.com or 866-888-6563 x. 113.

PALM SPRINGS, Calif. (Aug. 7, 2012) … Integrated Wealth Management has been named to Financial Advisor Magazine’s exclusive list of top Registered Investment Advisory firms for 2012.

The list recognizes premiere RIA firms for their business expertise, commitment to client service and ability to grow a business in this challenging environment. Integrated Wealth Management was ranked in the national magazine’s top 20 RIA firms in their asset category of $300-$500 million.

“It’s an honor to make such an elite list and be recognized nationally as a premiere RIA firm,” said Jim Casey, President and CEO of Integrated Wealth Management. “Our main goal is to provide first-class service and achieve results for our clients.”

Integrated Wealth Management was selected based on the firm’s year-end 2011 assets of $422 million, growth in assets by more than 14 percent from 2010-2011, assets per client, percentage of growth in assets per client by more than 7 percent, and more than 6 percent increase in their number of clients.

Integrated Wealth Management is an independent wealth management firm representing hundreds of individuals, businesses, and nonprofits. 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.
The full-service firm provides: Wealth Management Services, Fiduciary Services, 401(k) Design and Management, Investment Reporting Services, Financial and Retirement Planning and more. They have offices in Marina Del Rey, Palm Springs and Palm Desert. For more information: www.IWMgmt.com or 866-888-6563 x. 113.
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Integrated Wealth Management, President & CEO, Jim Casey said, “I am delighted to welcome John to Integrated Wealth Management. He will be a great addition to our financial advisory team and his focus on financial planning will be a great asset to the firm and our clients.”

John Deardorff holds a Bachelor of Science degree in Accounting from Indiana University of Pennsylvania and earned his MBA from California State University at San Bernardino. Prior to joining Integrated Wealth Management, John was an independent Investment Advisor for five years and a Financial Advisor at TD Ameritrade for nearly two years. He also has 10 years of experience in the medical and dental industries. John has passed the CERTIFIED FINANCIAL PLANNER™ Board examination and is currently awaiting certification. John is located in the Integrated Wealth Management Palm Desert office.

Integrated Wealth Management is an independent wealth management firm representing hundreds of individuals, businesses, and nonprofits. 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.

The full-service firm provides: Wealth Management Services, Fiduciary Services, 401(k) Design and Management, Investment Reporting Services, Financial and Retirement Planning and more. They have offices in Marina Del Rey, Palm Springs and Palm Desert. For more information: www.IWMgmt.com or 866-888-6563 x. 113.

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July 18, 2012

There’s a man on a mission — a serious one. Jim Casey wants to educate you and every other gay out there about the financial realities the LGBTQ community, as a whole, faces. He wants you to understand the specific ways in which federal and state governments manage to bilk you out of exorbitant amounts of money — simply because of whom you love. While most of us have a vague idea that the government is sort of perpetually screwing us — and not in any fun way — many are overwhelmed by or simply don’t understand the specifics.

Enter “The High Cost of Being Gay,” an in-depth, comprehensive presentation and educational tool created by Casey that offers same-sex couples an outline of “the financial hurdles they may encounter throughout their life, as well as tools and solutions that may help mitigate the costs.”

A little background on Casey, who is president and CEO of Southern California-based Integrated Wealth Management: he’s a man committed to equality, incredibly active in non-profits and charities, and he remains on what some might call a crusade to end the financial disadvantages queers all around the country face. He’s a philanthropist, an activist, a man of means who is dedicated to relentlessly giving back. Anytime he’s asked why he does, he replies, deadpan:

“I’d ask others who have the ability why they aren’t.”

His “High Cost” presentation highlights some hard truths. “Tradition tells us that we enter into committed relationships for better or worse, for richer or for poorer,” he told PQ Monthly. “For many gay couples in America, the reality is ‘worse’ and ‘for poorer.’ Even if the state you live in recognizes your marriage, the IRS and federal government do not. From estate taxes and health insurance, to retirement accounts and the pricey preparation of legal documents, most gays and lesbians don’t realize the hard costs and the efforts needed to protect themselves.”

A Federal Club member of the Human Rights Campaign, Casey doesn’t solely focus on the financial specifics. He explores — in depth — the rather heart-wrenching emotional piece of all this.

“Love is not always enough,” Casey said. “No matter the strength of your partnership, unmarried partners don’t enjoy the protection of legal benefits afforded to married couples. In the eyes of the federal government, you’re strangers.”

In terms of the biggest effects his presentation have had on those who’ve seen it, he’s noticed people realizing “the inequities of gift taxes when a same-sex couple deposits money into joint checking accounts as well as the co-mingling of investments.” In layman’s terms, you can be taxed for sharing a checking account. (Just for starters.)

“People are shocked,” Casey said. “They’re shocked we’re financially penalized for doing something that is so simple and common.” And there are lots more revelations where those came from.

The LGBTQ community has seem some serious strides made over the last several months — there’s the repeal of DADT and steps toward undermining DOMA. While Casey applauds and welcomes this significant progress, he makes an important observation: “I think most same-sex couples are not aware that no matter what is passed or progressed, until we receive the same federal recognition as straight married couples, we will not have financial equality.”

The solution? Get involved locally. “Start with talking about the federal inequalities that pertain to a financial situation,” he said, “and shout it everywhere you can.”

Most agree our long road to equality includes a complex, multi-pronged approach — and the fight Casey has brought to the forefront of our consciousness is as integral a part as any.