OUR
JOURNEY
1995
Physician’s Asset Management, Inc (PAMI) is established, managing the financial needs of medical professionals and medical groups across the Western U.S.
The new company was formed when AMA Investment Advisors, a subsidiary of the American Medical Association, was purchased by Jim Casey, then Regional Vice President.
2001
The company evolves to encompass clients outside the medical profession with the creation of a new division, Integrated Wealth Management (IWM).
The new division is created to meet the needs of entertainment professionals, business owners and professionals, and non-profit organizations. New clients include: The Screen Actors Guild Foundation (SAGF), The Motion Picture Players Welfare Foundation (MPPWF), and The American Federation of Television & Radio Artists (AFTRA)
This is not an endorsement by these or any other clients of Integrated Wealth Management or its advisory services. It is not known whether these clients or any other clients approve of Integrated Wealth Management or the advisory services provided. These clients are not included in this list based on performance based criteria but rather because of their association with the entertainment industry.
2006
A Palm Springs branch is opened as the firm’s client base continues to grow.
2007
The company officially changes its name to
Integrated Wealth Management.
2009
The Palm Desert office opens, welcoming successful, enterprising wealth advisors from other financial firms.
Reesa Manning, Mark Hayek and Brandt Kuhn successfully transition their business to Integrated Wealth Management to broaden client options.
2011
The Palm Desert office expands with
the addition of new advisors.
2013
Drawn to the client care approach, advisors continue to migrate to the company.
Espi Padilla, Nick Cunnington and Mike McConnell come on board.
2014
Integrated Wealth Management reaches $1 billion of client assets under management.
The Cypress Group joins the firm, pushing assets over $1 billion.
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2014
The Newport Beach office opens its doors for business.
The company expands to meet the needs of new clients and advisors.
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2015
The company celebrates its
20th Anniversary and introduces their
“Your life. Integrated.” model for client care.
Our client care approach continues to attract financial advisors as Jim Bray joins our Newport Beach office.
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