Latest News and Press Releases

Choate Hall & Stewart LLP announced today that the team of professionals at Lowell Blake & Associates (LBA) will join Choate’s Wealth Management Group.

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. 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...

PALM SPRINGS, Calif., March 6, 2012 (GLOBE NEWSWIRE) -- For the 17th consecutive year under the leadership of President and CEO Jim Casey, Integrated Wealth Management has seen a record growth of over...