Latest News and Press Releases

Palm Springs, CA, April 16, 2013 (GLOBE NEWSWIRE) -- Integrated Wealth Management continues to expand their offerings by adding risk management and insurance services for new and existing...

Palm Springs, CA, March 28, 2013 (GLOBE NEWSWIRE) -- Integrated Wealth Management continues their growth streak into Orange County, CA, with the addition of two new financial advisors.  ...

Palm Springs, California, Dec. 26, 2012 (GLOBE NEWSWIRE) -- As the New Year begins many couples across the country will resolve to become more proactive about financial planning in the coming year....

Palm Springs, CA, Dec. 14, 2012 (GLOBE NEWSWIRE) -- Women and money, often the source of colorful jokes and stereotypes, will be the focus of a series of insightful financial literacy workshops hosted...

Palm Springs, CA, Dec. 13, 2012 (GLOBE NEWSWIRE) -- For the ninth consecutive year, Integrated Wealth Management's President and CEO Jim Casey has been named to the exclusive list of Best Financial...

Palm Springs, CA, Oct. 30, 2012 (GLOBE NEWSWIRE) -- Recognizing the industry's leading wealth managers for their ability to provide unparalleled service to clients, Five Star Professional and Los...

Palm Springs, CA, Oct. 16, 2012 (GLOBE NEWSWIRE) -- Integrated Wealth Management and Xponential Growth Solutions are hosting the 2012 Coachella Valley 401(k) Educational Summit on Wednesday, October...

PALM SPRINGS, Calif., Aug. 8, 2012 (GLOBE NEWSWIRE) -- Integrated Wealth Management has been named to Financial Advisor Magazine's exclusive list of top Registered Investment Advisory firms for...

Palm Springs, CA, May 16, 2012 (GLOBE NEWSWIRE) -- Two Coachella Valley, CA, students have each been awarded a $5,000 scholarship by Integrated Wealth Management.  The scholarships, in...

Palm Springs, CA, April 5, 2012 (GLOBE NEWSWIRE) -- Five Star Professional has named Mark Hayek and Reesa Manning as recipients of the 2012 Five Star Wealth Manager award.   Hayek and...