Integrated Wealth Management
May 5, 2014
Integrated Wealth Management hosted a Ribbon Cutting and Open House to celebrate the official opening of their Newport Beach office location in Newport Center on Thursday, May 1, 2014. The Newport Beach Chamber of Commerce was present, along with Integrated Wealth Management clients and employees.
Integrated Wealth Management Financial Advisor, Nick Cunnington, welcomed the guests and highlighted how this ribbon cutting was a celebration of many things, including the 20th year of business for the independent wealth management firm, as well as the fifth office location. Guests included Newport Beach Chamber of Commerce CEO, Steve Rosansky and Membership Director, Jim Villars. Proclamations were presented by Senator Mimi Walters representative Betty Jo Woolett and Assemblyman Alan Mansoor representative Scott Peotter.
"Integrated Wealth Management's permanent presence in Newport Beach is a reflection of our commitment to serving the businesses and individuals in the Orange County area. We are excited to join the Newport Beach community," said Jim Casey, Integrated Wealth Management President & CEO. "I am proud of our team's efforts and we look forward to serving our clients and the community."
Integrated Wealth Management's new office in Newport Beach is a further continuation of Jim Casey's long time service to many of the area's large physician groups, which have been clients for many years. The Newport Beach office currently has three financial advsiors, Nick Cunnington, Mike McConnell, Espi Padilla, and one client service associate, Paula Hart.
The Integrated Wealth Management Newport Beach office is located at 620 Newport Center Drive, Suite 650, Newport Beach, CA 92660.