Integrated Wealth Management's President and CEO Jim Casey Honored as One of Best Financial Advisers for Doctors


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 Advisers for Doctors by Medical Economics.

The list recognizes those planners with extensive experience with physicians. Integrated Wealth Management is just one of eight firms in California to make the list for 2012.

"Our main goal is to provide first-class service and achieve results for our clients," said Jim Casey, President and CEO of Integrated Wealth Management. "It's truly an honor to make such an elite list and be recognized nationally as a reliable planner for the medical community."

Financial advisers were chosen using a number of criteria including, knowledge and experience, geography, minimum portfolio, good standing, fee arrangements as well as credentials and memberships in professional groups.

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.

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: www.IWMgmt.comor 866-888-6563 x. 113.

CONTACT: Therese Everett-Kerley Cord Media / 760-834-8599

Source: Integrated Wealth Management