Integrated Wealth Management Expands into Orange County, CA


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. Nick Cunnington and Mike McConnell are the newest members of the Integrated Wealth Management financial advisory team, leading the firm's Orange County presence.

"Integrated Wealth Management's expansion into Orange County has been a part of our strategy for some time. I'm excited to welcome Nick and Mike to the firm," said Integrated Wealth Management's, President and CEO, Jim Casey. "We currently serve a number of clients residing and working in Orange County, and this expansion will only help us continue to provide the highest level of service."

Cunnington joins the firm from UBS Financial Services in Irvine, CA. Prior to his career as a financial advisor, Cunnington spent five years at a prominent national insurance brokerage providing insurance and risk management solutions for individuals and businesses. At Integrated Wealth Management, Cunnington leverages his experience with business owners, executives and professionals by specializing in developing customized investment strategies and creating retirement plans for newly retired business owners, executives, and professionals.

McConnell entered into the wealth management industry after a career in high-tech consulting in the Silicon Valley. As an Integrated Wealth Management Financial Advisor, he specializes in highly personalized wealth management services to meet the diverse financial needs of his clients. McConnell is focused on assisting his clients successfully navigate their evolving financial challenges, as they move through the various stages of their business and personal lives.

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: or 866-888-6563 x. 113.

CONTACT: Erin Scott Integrated Wealth Management 760-969-7113

Source: Integrated Wealth Management