President and CEO of IWM, Jim Casey, lends his expert advice with innovative ways to help maintain your financial health and enhance your fiscal future in this weekly column.
When performance exceeds expectation, you've been Integrated...
Integrated Wealth Management and our network of qualified business partners have over 100 years of combined dedicated service to our clients. We believe that each client must be treated according to their specific needs and future requirements and not according to a cookie-cutter financial plan. As such, we consider ourselves to be problem-solvers who will spend as much time getting to know who you are, as how we can help you to reach your current and future financial goals.
New IWM Building Coming Soon to 787 N. Palm Canyon Drive
Integrated Wealth Management is pleased to announce that in Summer 2009 our Palm Springs office location will be expanding as we move into our newly redesigned building located at 787 North Palm Canyon Drive! We invite you to tune in for our weekly video update, from start to finish, as renovations of the old Cafe Veracruz Restaurant begin and the new Palm Springs headquarters of IWM is unveiled at our open house this summer.
