Integrated Wealth Management CEO Jim Casey Named 2013 Five Star Wealth Manager


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 Angeles magazine have honored Integrated Wealth Management President and CEO Jim Casey with the 2013 Five Star Wealth Manager award for his outstanding service as a professional.

The Five Star Wealth Manager acclamation is awarded to an elite group of wealth managers in Los Angeles, representing less than seven percent of wealth managers in the county. Candidates are evaluated on client retention rates, client assets administered and a favorable regulatory and compliance history.

"It is an honor to be recognized for client satisfaction, as it is Integrated Wealth Management's mission to provide the best personalized service to our clients," said Casey. "Our clients' confidence is of utmost importance to this firm."

The 2013 Five Star Wealth Manager award is the second Five Star Professional award the firm has been honored with this year. In April, the firm's Vice Presidents and Senior Financial Analysts Mark Hayek and Reesa Manning were honored as top wealth managers in the Coachella Valley, by Five Star Professionals and Palm Springs Life magazine.

The Five Star program, now entering its seventh year, is the largest and most widely published wealth manager award program in North America. As part of the research process for the 2013 Five Star Wealth Manager program, firms and peers nominate award candidates. Award candidates are evaluated against 10 objective criteria to determine the 2013 Five Star Wealth Managers in more than 40 major markets. This year, Five Star partnered with Los Angeles magazine to complete their research.

About Integrated Wealth Management:

Integrated Wealth Management is an independent wealth management firm representing hundreds of individuals, businesses, and nonprofits. Integrated Wealth Management focuses on helping its clients attain their current and future financial goals by providing an exceptional level of personalized service and financial advice, and adapting quickly to changing client circumstances, market conditions or tax laws. A strong commitment to integrity, transparency and giving back to the community are cornerstones of their philosophy. Integrated Wealth Management Financial Advisors have received the Five Star Wealth Manager Award from Five Star Professional and Palm Springs Life Magazine for multiple years. Financial Advisor Magazine included the firm in its Top Registered Investment Advisors 2010 ranking.

The full-service firm provides: Wealth Management Services, Fiduciary Services, 401(k) Design and Management, Investment Reporting Services, Financial and Retirement Planning and more. They have offices in Marina Del Rey, Palm Springs and Palm Desert. For more information: or 866-888-6563 x. 113.

CONTACT: Lisa Herman Cord Media 760-834-8599

Source: Integrated Wealth Management