Integrated Wealth Management

Please indicate your area of interest and enter your contact information and an Integrated Wealth Management representative will contact you. Thank you.

	Investment Planning and/or Management
	Educational Funding Planning
	Insurance Planning/Asset Protection
	Retirement Planning
	Estate Planning
	Planned Giving

First Name:		Last Name:

Address:		Apt/Suite:

City:		State:

Zip:		Phone:

Fax:		eMail:

IWM Offices

T: (866) 888-6563
H: M-F 8:30 - 4:30pm
E: Info@IWMgmt.com

Los Angeles
742 Washington Boulevard
Marina del Rey
California 90292

Palm Springs
125 E. Tahquitz Canyon Way
Suite 101B
Palm Springs
California 92262

Public Relations

Jeffrey Lane
LONDON
LOS ANGELES
NEW YORK
PALM SPRINGS
www.JeffreyLanePR.com
Jeffrey@jeffreylanepr.com

The Form ADV contains important information about the advisory services, fees, business, and background and the experience of advisory personnel.
Form ADV Part 1 is publicly available and may be viewed at http://www.adviserinfo.sec.gov