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| The Wealth Advisor |
As featured in The Desert Public Record newspaper, President and CEO of Integrated Wealth Management, Jim Casey, lends his expert advice with innovative ways to help maintain your financial health and enhance your fiscal future. |
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| 11/11/2008 |
| IRA Rollover Extension Included in Financial Rescue Bill |
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06 / 26 / 2008 |
Video: "Jim, is the sky falling?"
CBS-2 News (Palm Springs) speaks with Integrated Wealth Management President & CEO, Jim Casey, on investing in a down economy. View the live video broadcast here... |
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03 / 03 / 2008 |
Integrated Wealth Management supports arts festival |
| Jim Casey and his firm, Integrated Wealth Management, are pleased to announce their corporate level support of the La Quinta Arts Festival. |
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01 / 29/ 2008 |
Employee Empowerment
Jim Casey talks to The Public Record about why valley businesses should take a look at 401k plans in 2008 |
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01 / 08 / 2008 |
Stars out in force at the Palm Springs International Film Festival Grand Gala After-Party!
Where did Sean Penn, John Travolta, Amanda Bynes, Zac Efron, Jamie Fox, Ricki Lake, Elliot Gould, Allison Janney and Norman Jewison go after Saturday night's grand Gala at the Convention Center ? |
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01 / 07 / 2008 |
Sean Penn and Emile Hersch Pose at the Integrated Wealth Management after party
Page Six coverage of the Palm Springs Film Festival After Party, hosted by Integrated Wealth Management |
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01 / 06 / 2008 |
19th Annual Palm Springs Film Festival draws top sponsors
There's more to the Palm Springs International Film Festival than celebrities, the red carpet and the 220-plus movies... |
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Palm Desert National Bank Announces Partnership with Integrated Wealth Management
Palm Desert National Bank (PDNB) announced today their newly formed partnership with Integrated Wealth Management (IWM). The partnership will enable PDNB to refer clients to IWM for expanded services and customized investment plans that include asset allocation, financial review and retirement plan optimization studies... |
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Wealth Manager's TOP DOGS of 2007 |
We are pleased to annouce that for the third consecutive year, Integrated Wealth Management has been recognized as one of America's Top Wealth Managers by Wealth Manager Magazine (formerly Bloomberg's Top Wealth Managers). |
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IWM's annual celebrity brunch, Tea in the Desert, 2007 wrap up
Press coverage of Integrated Wealth Management's "Tea in the Desert" brunch, following the 19th Annual Palm Springs International Film Festival Awards gala and honoring the Screen Actors Guild Foundation's first annual "Patron of the Arts" award recipient, Syndey Pollack. Read news articles, view pictures and video from this years star studded event.
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