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Jim Casey
President & CEO
Jim Casey
Jim Casey
Jim Casey
Jim Casey
Jim Casey
Jim Casey
Newport Beach, Palm Desert
Toll Free
866.888.6563 x315

What are 3 words people use to describe you?  
Hardworking. Persistent. Giving.

What are you most grateful for?  
My relationship with my husband, my friends, my health and career successes.

What gets you excited about life? 
Continuing to push myself outside my comfort zone.

What is the best advice you have ever been given? 
The best advice I’ve received is that you can’t make everyone happy all the time.

How do you define success?  
Success to me is achieving the goals I set for myself instead of what “society” deems.

What is your proudest achievement?  
Founding my own RIA in a time when it was not “in vogue”, and having it live and thrive for 20+ years.

What life lesson did you learn the hard way? 
I can’t control the outcome to every situation.

What was the best book you’ve read and why? 
“Super Self: Doubling Your Personal Effectiveness,” by Charles Givens, helped set the foundation of my business and gave me some keen insights early on in my life and career.

What does Your Life Integrated mean to you?  
An overall comprehensive balance of financial and holistic life.

Jim Casey is the founder, president, and chief executive officer of Integrated Wealth Management, an independent financial advisory and wealth management firm that works with individuals, businesses, and nonprofit organizations.  The firm was established in 1995, and has offices in Palm Springs, Palm Desert, Newport Beach, California, as well as Boise, Idaho and Anchorage, Alaska.

Mr. Casey began his financial career on Wall Street in 1986.  In 1995, Mr. Casey founded Physicians Asset Management to handle the needs of high-net-worth medical professionals and physician groups. Prior to that he was the western United States regional vice president for AMA Investment Advisors, a wholly owned subsidiary of the American Medical Association and the group from which he established Physicians Asset Management.

Mr. Casey holds bachelors’ degrees in business and psychology from the State University of New York at Binghamton.  Mr. Casey firmly believes in helping the communities in which he lives and works flourish.  He has served on the executive boards of Desert AIDS Project, Palm Springs International Film Festival, and Palm Springs Art Museum, and has provided strong support to an array of other local nonprofits including Screen Actors Guild Foundation, The Actors Fund, La Quinta Arts Foundation, The Living Desert, McCallum Theatre, among many others.

April 13, 2017
YLI February 2017 Client Discussion
March 20, 2015
Integrated Wealth Management Celebrates 20 Years
July 09, 2014
Integrated Wealth Management Crosses the $1Billion AUM Threshold
September 19, 2013
Integrated Wealth Management Recognized as 2013 Outstanding Philanthropic Corporation
May 24, 2013
The High Cost of Being Gay: What You Don’t Realize About Your Gay Finances
May 24, 2013
The Bucks Start Here
August 07, 2012
Integrated Wealth Management Honored as one of the Top Registered Investment Advisory Firms
July 24, 2012
The High Cost of Being Gay: Exposing Harsh Truths About Queer Finances
December 01, 2011
Jim Casey Receives 339th Star on Palm Springs Walk Of Stars
November 20, 2009
Who is This Man?