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 clients. The newly unveiled Integrated Risk Management Associates will assist and guide clients through the entire insurance cycle to ensure all needs are met in a structured, accurate, and transparent process.
"We are excited to bring the insurance and risk management offering to our line of services; it really completes our suite of offerings," said Jim Casey, President & CEO of Integrated Wealth Management. "As financial advisors, we intimately understand a client's entire financial picture and we understand the importance of having adequate insurance coverage. Our access to the industry's leading carriers allows us to confidently meet the unique insurance needs of our valued clients."
Through collaboration with a top insurance brokerage firm, Integrated Risk Management Associates has access to over 350 of the top insurance carriers. Integrated Risk Management Associates is focused on providing a high level of service, holistic perspective, and custom solutions. Integrated Wealth Management financial advisor, Nick Cunnington, will manage the firm's insurance service offerings, which include personal and commercial lines of insurance and proactive risk management.
"As guardians of client wealth, Integrated Wealth Management understands that protecting wealth is equally as important as growing wealth," concluded Jim Casey. "We want to provide clients with not only a cost effective solution, but with an accurate and effective solution that provides adequate coverage for all aspects of their 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, Palm Desert, and Orange County. For more information: www.IWMgmt.com; 866-888-6563 x. 113; Erin@IWMgmt.com.
CONTACT: Erin Scott Integrated Wealth Management Erin@IWMgmt.com 760-969-7113
Source: Integrated Wealth Management